Downloads
Free Axys and APX Reports
CSSI Portal Web Application
As of July 2019, CSSI has created a new hosted Portal web application.
The below links will direct you to the new location where the free CSSI Replang Reports are now located.
You must first register to get setup in the new system. A follow up email will then be sent to confirm the sign up and allow you access into the new system.
Please contact CSSI if you experience any issues.
Whitepapers
Browse and download our collection of whitepapers and guides for Axys® and APX® users.
How To Add Hyperlinks To Reports
This article teaches you how to add hyperlinks to your Report Writer Pro reports.
Modify Portfolio Group Sort
This article teaches you how to add hyperlinks to your Report Writer Pro reports.
Creating an Assets Under Management by Sector report
In this article, you will learn how to modify the standard Assets Under Management report so that it displays a column for each sector.
How Do You Handle Balanced Funds
This article explains how to classify balanced mutual funds in your security file for correct asset allocation reflection on Axys reports.
Getting the most out of your axys system
This article contains some tips that will help you configure things in such a way as to get maximum speed out of your Axys system.
How to Add Portfolio Code to Axys Reports
This article walks you through the process of adding a portfolio code to the Assets Under Management report.
How To Exclude A Security From Billing
This article shows you how to modify the fee statement with the appropriate code to exclude a security from billing.
Accessing Cli PortCodes Within Groups
This article will teach you two more tips and tricks regarding reports and group & cli files.
How To Identify Missing Cost Information
Learn how to create a report to identify transactions with missing cost information.
How to Combine Reports into a Package – Free!
In this article, you will learn how to combine several Axys reports together into a single Axys report.
Solving the cli-prf-pbf Name Problem
In this article, you will learn how to detect differences in the Name fields in cli/grp files versus those in prf/pbf files.
How To Create a Group of Composites
This article shows steps for creating a group of composites in Axys.
Creating an Equity Assets by Type report and a Cash Hold
In this article, you'll learn how to create two useful variations on the standard Assets Under Management Report – an Equity Assets by Type report and a Cash Holdings Report.
Need more information?
If you can't find what you're looking for or need personalized assistance, our team is here to help.
Contact Us