CSSI - Report Launcher Platform -

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®, Schwab's PortfolioCenter® and any other external data source. Report Launcher uses live data. It does not require a load and build process.

With CSSI's Report Launcher you can unleash your creativity in designing compelling reports and not be shackled by the text, layout, and charting capabilities of your portfolio management system. Report Launcher packages contain enhanced graphing, charting, color, schemes, fonts, and layout.

CSSI's Report Launcher allows you to create packages containing standard reports, your firm's custom reports, and free reports from CSSI's website. The Report Launcher can also incorporate Excel files, Powerpoint files, Word documents, PDFs, and other files.

CSSI's Report Launcher Platform has the ability to assemble quarterly packages. It handles table of contents, pagination, and more. CSSI's Report Launcher can create reports that include:

Consistent page numbering
Bolding of columns
Bolding of specific words or numbers
Color coding data to match graphs
Management and portfolio style pages in the same document
Complex graphs and charts

The Report Launcher's command line interface can be used with scripts and schedulers so that quarterly processes can be run overnight to create report packages. Packages can be collated, paginated, and printed. Packages can also be saved, emailed, and uploaded to a website.

If you are interested in Report Launcher, please contact Michael Herrera (mherrera@cssi.org)

Data Sources can include:

Advent Axys®
Excel
Advent Partner®
Databases
PowerPoint
Schwab PortfolioCenter®
...and others

Portfolio Management Systems Supported:

Advent Axys®
Schwab PortfolioCenter®

System Requirements

.NET Framework 2.0
Sun Java JRE 1.4
Adobe Reader 8

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