About CSSI Solutions
For 30 years, CSSI has been a trusted partner in the financial services industry, helping advisors service their customers in a cost-effective manner with their Consulting, BackOffice, Cloud Hosting and Data Services solutions. Learn more about who we are and how we work with our customers.
Our Core Values
Excellence
We strive for excellence in every service we provide to our clients.
Innovation
Continuously developing new solutions to meet evolving industry needs.
Reliability
Delivering consistent, dependable service our clients can count on.
Security
Maintaining the highest standards of data security and privacy.
Partnership
Building long-term relationships with our clients and partners.
Expertise
Leveraging deep industry knowledge and technical expertise.
Company History
Foundation
CSSI opened its doors in Norristown, PA. Our founding mission was to use various screen scraping technologies to front end the mainframe systems of the day.
Advent Focus
Customer requests brought us into the sphere of Advent's Axys® portfolio systems. The demand was sufficiently high that by 1999 we decided to focus exclusively on supporting Advent products.
BackOffice Launch
We established our BackOffice department to outsource daily downloading, updating and reconciliation processes, using a unique model where we remotely connect to customer systems.
Cloud Services
We began working with CyGem to provide Cloud Hosting Services, enabling cloud-based data security, application access, and support.
Portal Launch
CSSI added Client Portal services, providing an integrated platform for wealth reporting, document management, and mobile access.
Strategic Merger
After three years of successful collaboration, CSSI and CyGem merged to strengthen our cloud hosting capabilities.
CyGem Launch
CSSI launches CyGem portfolio management system paired with Portal+.
Portal+ Dashboards
CSSI Portal+ adds Dashboards.
Geographic Presence
As the company continues to grow and attract new clients, we have added geographic diversification with offices across the United States and beyond:
King of Prussia, PA
Headquarters
Louisville, KY
BackOffice Services
Orlando, FL
Cloud Hosting Support
United Kingdom
International Operations
Work with CSSI Solutions
Let's discuss how our 30 years of experience can help optimize your operations and better serve your clients.
Contact Us Today