CSSI is a software consulting and BackOffice services company helping investment management firms get the most out of their portfolio management systems. Since 1997 we have been actively providing Advent Axys®/APX® custom reporting solutions and related software services. CSSI has designed and implemented dozens of reporting packaging systems. CSSI also offers assistance with special interfaces, system conversions, data clean-up and process automation. In 2005, CSSI expanded its offerings to include BackOffice outsourcing services for daily reconciliation, performance building, quarterly report generation, and GIPS composite maintenance using Advent Axys®/APX®, Schwab PortfolioCenter® and Morningstar® platforms. CSSI is headquartered in King of Prussia, PA with additional offices in Louisville, KY, Phoenix, AZ and London, UK.
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CSSI Questions
The CSSI annual revenue was $8 million in 2026.
Diane Herrera is the Owner of CSSI.
2 people are employed at CSSI.
CSSI is based in King of Prussia, Pennsylvania.
The NAICS codes for CSSI are [541, 54, 5415].
The SIC codes for CSSI are [737, 73].
Top CSSI Employees
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Diane Herrera
Owner at CSSI
Leander, TX, US25+
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