Direct Feeds

CSSI Solutions knows that a portfolio management system without timely data is not very useful and over the years has established its own direct feeds that utilize our Trevport Utility and worked with Morningstar (ByAllAccounts) and WealthTechs to assist the aggregation of data. CSSI’s Trevport utility can be used with any datafeed that the customer has access to for prices, positions, transactions, and more. It is CSSI’s swiss army knife data utility.

Both Morningstar ByAllAccounts and WealthTechs can be used for supplemental or as a primary source to meet your data needs.

Morningstar ByAllAccounts (BAA) has thousands of direct and indirect feeds that can be used in your portfolio managment system and continues to grow the list on a regular basis.

WealthTechs (WT) has done a excellent job of pulling together a large number of custodian relationships which cover a large portion of the custodial universe. WealthTechs also provides flexible custom development in a timely manner that can shorten the timeline of bringing on a relationship.

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  • Axys®/APX®Data Conversions – CSSI moves your data into and out of Axys® and APX®.
  • Axys®/APX®Data Imports – CSSI automates the pushing or pulling of data between Axys®/APX® and other systems.
  • Axys®/APX®Custom Interfaces – CSSI creates custom interfaces between Axys®/APX® and other systems.