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What is CXi-Registry?

"Streamline and automate the back-office operations for Fund Managers and Fund Administrators. We empower you via real-time dashboards, customised reporting, and automation."

CXi-Registry is an award-winning member registry platform designed to deliver the best administration, management, investor, and advisor experience available while never compromising on security, legislative compliance, or system performance.

CXi-Registry's modular design and service-based architecture support all forms of unit registry including party paid and stapled securities as well as new innovative models supporting customer-centric service models.

How we empower you

  • Real-Time Dashboards – Live dashboards monitoring day to day activities.
  • Investor Portal – Allow investors to easily login and review their investment accounts on any device.
  • Customised Reporting – Customise your report templates, styles, and number formatting. Email straight to investors.
  • Streamlined Processes – From application and redemptions to fully automated distributions. Online ID Verification for investors and third parties.
  • Multiple Fund Structures – Broadest range of funds supported by Cash Management Trusts to Partly Paid and Stapled Funds. The only system that can do Partly Paid Stapled Securities.
  • Worldwide Compliance – Manage global compliance regulation including Australian AIMR, US FATCA, and Europe CRS.

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CXi-Registry Product Overview

  • Streamline workflow

  • Automated distributions

  • Turn weeks of work into days

  • Real-time dashboards

  • Your investors can login anytime, anywhere

Languages: English

CXi-Registry Features

  • 2-Factor Authentication
  • Analytics
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • History/Version Control
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Project Management
  • Scheduling
  • Tax Management
  • Network Traffic Monitoring
  • Process Modeling
  • Form Builder
  • Process Reporting
  • Workflow Management
  • Access Management
  • Reports

CXi-Registry FAQs

What are some applications CXi-Registry is commonly used in tandem with?

Common ones are third-party ID verification and Sales CRM's.

What platforms does CXi-Registry support?

It can integrate with any API-based system.

Does CXi-Registry offer multi-user capability (e.g. teams)?

Supervisors of CXi-Registry can give access to other users.

Does CXi-Registry offer an API?


What is CXi-Registry generally used for?

To streamline and automate a fund managers back-office operations.

Does CXi-Registry integrate with any other apps?

It can integrate with any API-based system.

Who are the main user groups of CXi-Registry?

  • Small to mid-sized fund managers and fund administrators
  • Alternative investment managers

Does CXi-Registry offer guides, tutorials and or customer support?

There is a help guide. Customers get support to set up the software, and ongoing, as required.

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