Compare CXi-Registry vs FundsUP vs Crowd Valley

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Crozscore:

49%
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13%
interest falling

Crozscore:

55%
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23%
interest falling

Crozscore:

60%
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33%
interest falling
CXi-Registry screenshot view 3 more FundsUP screenshot view 4 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:

Algorithmic Matchmaking - Establish Meaningful Connections Between Founders & Investors by Using Cutting-edge Technology

fundsUP is matchmaking platform to connect founders with investors. Create an online profile today and get noticed by top-tier investors around the globe!

Founders
Get discovered and match with top-tier institutions. Showcase your startup profile, get investors to notice you, and use your profile to seamlessly join exclusive events.

Investors
Get instant access to growing tech startups ready for investment. Our algorithm will find you matches based on your investing needs & preferences. Get exclusive access to the profiles of high quality, gorwing startups.

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:

  • Corporate/Business
  • API
  • Contact Management
  • Analytics
  • Dashboard

Features:

Summary:

  • Streamline workflow

  • Automated distributions

  • Turn weeks of work into days

  • Real-time dashboards

  • Your investors can login anytime, anywhere

Summary:

    No key features associated with this application.

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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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 FundsUP
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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