Client Server Specialists, Inc.

CSSIClient Server Specialists, Inc. (CSSI) is a consulting company that is divided into two business units — Consulting and BackOffice. CSSI’s BackOffice Service is an in-house back office operations outsource designed to serve as a firm’s reconciliation staff (or staff supplement). The BackOffice unit is responsible for daily maintenance of systems, data conversions, and special projects. CSSI BackOffice personnel are familiar with most custodian data. They understand the issues and exceptions and know where to go to find answers and resolutions. In addition, because of the depth and breadth of experience on the consulting side, Back Office personnel can make recommendations as to best practices.

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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Webinars:

Dodd-Frank Reform Bill and Amendments to the SEC custody rule - what do they mean for you? Live Webinar on September 15th 2PM ET Register Now!

Advisors Spend More Time with Your Clients, Not in the Data. Featuring Envestnet | B-Ready Outsourcing
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To Custody or Not to Custody Webinar featuring NRS.
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