FusionIQ
White-label digital advice and self-directed investing platform
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Client experienceCustom quote
CSSI Portal+
Client reporting portal and document vault for RIAs on Advent Axys, APX or SSRS reporting.
King of Prussia, PA, USFounded 1995cssisolutions.com
What it does
Portal+ is a client and advisor reporting portal from CSSI Solutions, a long-standing Advent software consultancy and operations provider. It is aimed at RIAs, asset managers and hybrid advisory firms that run SS&C Advent Axys or APX and want a secure way to deliver reports without replacing their portfolio system.
Firms assemble periodic report packages from portfolio data, performance, billing and documents and publish them to a branded portal with role-based access for clients and advisors. The portal includes a document vault with bulk upload and client notifications, 50 standard reports, seven quick-view dashboards such as holdings, realized gains and performance, interactive charts, group views, multi-factor authentication, and CRM and trading integrations. Pricing is modular by feature and user count.
CSSI Solutions was founded in 1995 and is based in King of Prussia, Pennsylvania, with offices in the US and UK. It also sells back-office, hosting and data services.
Best for
- Serves
- RIAs, Asset managers
Features
- Report packaging and distribution
- Client document vault
- 50 standard reports
- Quick-view client dashboards
- Role-based client and advisor access
- Multi-factor authentication
- Bulk email notifications
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Integrations
- Envestnet Tamarac
- Microsoft SSRS
- SS&C Advent APX
- SS&C Advent Axys
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