CSI was founded in 1991 with the mission to develop administration and management software for the financial service industry.

Products were developed for personal trust, corporate trust and document scanning:

 Personal Trust                     PT Manager

 Corporate Trust                  BondCompli

 Document Scanning            C-File

CSI, recognized in the industry for a user friendly, cost effective, comprehensive product with exceptional customer support has grown to serve large and small banks, attorneys, CPA’s, family offices, non-profits as well other special financial service fields through the country.

CSI works with many partners to provide interfaces for the transfer of data to provide a seamless trust administrative environment.