Compare CXi-Registry vs Essence Intelligence vs Crowd Valley

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Crozscore:

49%
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13%
interest falling

Crozscore:

39%
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16%
interest falling

Crozscore:

60%
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33%
interest falling
CXi-Registry screenshot view 3 more Essence Intelligence screenshot view 1 more Crowd Valley screenshot

Software Description:

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.

Software Description:

Essence Intelligence is a theme monitoring platform, powered by a proprietary Artificial Intelligence (AI) engine. We help professionals and decision makers to find valuable and relevant information.

Our technology can separate even a faint signal from the surrounding noise. Essence Intelligence enables a true "finding the needle in the haystack" solution, providing timely actionable information, supporting critical business decisions.

Software Description:

The Crowd Valley API is used to build online platforms and marketplaces globally for managing private placements, securities, real estate, crowdfunding, peer-to-peer lending, and public stock trading. The public REST API provides an end to end server side application, which supports the technical back office requirements for client side applications of various kinds in the online investing and lending markets. The Crowd Valley API also contains private financial back office functions and other services which are made available on request.

Features:

  • Password & Access Management
  • Batch Permissions & Access
  • Dashboard
  • Multi-User
  • Multi-Currency
  • Data Import
  • External Integrations
  • Data Export
  • CRM Integration
  • Data Visualization
  • API
  • Contact Management

Features:

  • Big Data
  • Forecasting
  • Data Export
  • Keyword Tracking
  • Notifications
  • Dashboard
  • Analytics
  • API
  • Data Visualization

Features:

Summary:

  • Streamline workflow

  • Automated distributions

  • Turn weeks of work into days

  • Real-time dashboards

  • Your investors can login anytime, anywhere

Summary:

  • AI-Powered Real Time Business Monitoring, Without the Noise

Summary:

  • Payments

  • User Workflows

  • KYC/AML and Compliance

  • ID Verification

  • Data Rooms

  • Analytics

Pricing:

  • Credit card required: N/A
  • Free sandbox access.
    Fixed monthly fee upon launch.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • Common ones are third-party ID verification and Sales CRM's.

  • What platforms does this service support?
  • It can integrate with any API-based system.

  • Does this service offer multi-user capability (e.g. teams)?
  • Supervisors of CXi-Registry can give access to other users.

  • Does this service offer an API?
  • Yes.

  • What is this service generally used for?
  • To streamline and automate a fund managers back-office operations.

  • Does this service integrate with any other apps?
  • It can integrate with any API-based system.

  • Who are the main user groups of this service?
    • Small to mid-sized fund managers and fund administrators
    • Alternative investment managers
  • Does this service offer guides, tutorials and or customer support?
  • There is a help guide. Customers get support to set up the software, and ongoing, as required.

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
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Employees:
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Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other:

Who uses CXi-Registry
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Essence Intelligence
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Chinese, Hebrew, German, Dutch, Arabic, Japanese, French
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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