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Welcome to CSSI's Axys© download area. Here you will find reports, whitepapers, and programs to help you deliver better information to your managers and your clients.

Top Ten Downloads

  1. Performance History by Asset Class, with Benchmarks (9/2009)
  2. Group Appraisal (1/2010)
  3. TWR for Selected Time Periods, Management Style (1/2010)
  4. Long Term Performance (1/2010)
  5. Transfer REport (1/2010)
  6. Security Prices (Single Security) (8/2009)
  7. Change in Market Value by Period (9/2009)
  8. Monthly Balances by Asset Class (1/2010)
  9. Cli Count Report (9/2009)
  10. Monthly Purchases and Sales with Optional Portfolio Turnover (9/2009)

Newest Downloads

  1. TWR for Selected Time Periods (8/2009)
  2. SEC Purchase and Sale Report Expanded (2/2010)
  3. Fee Settings (9/2009)
  4. Bank Letter Variation, Exclude Assets (8/2009)
  5. Unrealized Gains, Long/Short split (8/2009)
*Bolding denotes previously downloaded

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