Our Products

Fund Reporting

CSS delivers a complete end-to-end fund reporting solution that is unmatched in the market for depth and breadth of coverage, leveraging integrated data management and fund analytics, regulatory reporting software, template creation and document production and distribution capabilities.

Transaction Reporting

A global, multi-regulatory reporting platform that seamlessly integrates with source systems and extracts, normalizes and consolidates transactional data, giving financial firms the flexibility to adapt and mitigate change management from shifting regulatory requirements as well as technical changes from reporting repositories.

Investment Monitoring

CSS automates and simplifies shareholder disclosure, sensitive industries and position limit monitoring to help financial institutions stay ahead of regulatory changes across global jurisdictions, reduce risk and optimize operational efficiency. The platform uniquely pairs unmatched in-house regulatory expertise with the most comprehensive set of industry legal data from aosphere.

Compliance Management

An enterprise platform to structure the framework for a highly efficient compliance program to facilitate documentation and promulgation of policies, procedures and manuals, manage complex attestations and reporting, as well as workflows, task management, calendars and alerting.

Regulatory Expertise

CSS’s in-house team of Regulatory Guidance and Compliance Service experts know how to anticipate change and take a proactive approach to compliance. With many as former CCOs, regulators and regulatory specialists, they have helped build our technology solutions and services with the industry’s challenges in mind and help bridge the gap between the regulations and practice.

Managed Services

CSS provides specialized regulatory expertise and customized, high-value services, from data management to regulatory filings, hosting services, infrastructure, security and technology. We walk the regulatory path with you and help you manage the end-to-end reporting process so you can refocus on your core business, quickly scale to meet client and market needs, lower total cost of ownership and mitigate risk.