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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. Buy Allocation Report with Portfolio Code
  2. Current vs. Target Allocation with Mkt Val and Pct Difference (9/2009)
  3. Master Purchase and Sale Report (9/2009)
  4. Monthly Purchases and Sales with Optional Portfolio Turnover (9/2009)
  5. Group Portfolio Summary (9/2009)
*Bolding denotes previously downloaded

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