CSSI

Company Info

Company Name:
Data Last Updated:
  • November 15, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (610) 992-9287
Year Founded
  • 2001
Number of Employees:
  • 20

Service Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 40

OSS Features

Data Management:
Billing:
Types of Reports:
Back Office Operations:
Quarterly Processing:
Trading:
Service:
Other Major Services:
  • None

Outsourced Applications

Portfolio Management Software:
Account Aggregation:
CRM:
Rebalancing Software:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Security

Security Functionality:

CSSI's BackOffice Service is an in-house back office operations outsource designed to serve as a firm's reconciliation staff (or staff supplement).

CSSI's BackOffice Service is an in-house back office operations outsource designed to serve as a firm's reconciliation staff (or staff supplement). CSSI performs daily download and reconciliation directly on the customer's system. CSSI does not host any of the customer's data, doing all the work directly through the customer's remote connectivity and security. This allows the customer to maintain control of both the operation and the data. The advantages of this service over a hosted application service is that the system is maintained in a manner which fits the customer's needs. Customers can use the system in a way that fits their needs, rather than having to conform to a standard setup.

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