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CSSI Report Launcher

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November 25, 2010 Hits: 679

Company Info
Software Overview
Features
Pricing and Support
Integrations
Security

Company Info

Company Name:	CSSI
Data Last Updated:	November 25, 2010
Data Verified by Company:	No
Website:	www.clientserverspecialist.com
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

Software Overview

Format:	Desktop
Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Investment Manager Planner Wealth Manager
Number of Firms Using:	50

RPT PCKG Features

Rules Based:	By Client By Group
Report Look Customization:	Yes
Output Options:	PDF
Process Initiation:	Automatic Scheduled
Client Portals:	No

Other Pricing and Support

Pricing:	License Fee
Trial:	No
Support:	Email Phone

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	Advent Axys PortfolioCenter
CRM:	None
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:	Unique Username/Password
Other Security Enhancements:	None

CSSI's Report Launcher Platform is a response to customers' desires to create complex reports and report packages.

CSSI's Report Launcher Platform is a response to customers' desires to create complex reports and report packages. Using the platform, CSSI can build reports that can utilize Advent's Axys

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