BackOffice

Since 2004, CSSI has been providing BackOffice services for all types of financial advisory firms. Whether your firm is looking to outsource operations due to unexpected employee turnover, internal staff transitions, or just looking for more cost effective solutions CSSI can help. With experience in multiple systems ranging from Advent Axys / APX / Black Diamond, PortfolioCenter, Tamarac, Orion, and much more; CSSI takes pride in our ability to meet our client’s ever evolving needs. Through encrypted connectivity our BackOffice team is able to immediately provide temporary, specialized, or permanent services remotely ensuring your business operations continues and your client data is secure.

What Do CSSI’s BackOffice Services include?

• Daily Reconciliation & Processing
• Performance & Composite Maintenance
• Client & Reporting Services
• Partnership Accounting

Here are some Frequently Asked Questions that firms have asked us in the past. Click here.

Interested in hearing more?

Contact our sales team at or to learn more about how CSSI can assist your firm with any and all of your BackOffice needs.