Compare CXi-Registry vs Equidam vs Formula Stocks

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Crozscore:

49%
what is this?
13%
interest falling

Crozscore:

79%
what is this?
93%
35%
interest rising

Crozscore:

42%
what is this?
22%
interest falling
CXi-Registry screenshot view 3 more Equidam screenshot view 1 more Formula Stocks 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:

Reliable valuations are a pain to calculate. Equidam gives you the tools to instantly determine the value of your company and prove it to the world.
Equidam is based on the most used valuation practices recognised by valuators all over the world.
Join more than 4000 companies from 78 countries and determine your company value.
Fill in the basic info and Equidam does the heavy lifting. All assumptions are constantly updated to make sure the calculations are correct and always up to date.

Software Description:

Formula Stocks is a service, which gives you access to high quality stock recommendations. Use these in your own account. Or mirror our model portfolio, which have outperformed the S&P 500 88% of the time.

Historically, 89-92% of all our recommendations have been successful. If you had bought random high-quality stocks, only approx. 59% of these would have earned a positive return. A staggering difference.

We specialize in high-probability investments – a high probability of long-term gain combined with a low probability of loss. We prefer to buy good businesses at fair prices with a margin of safety, shielding us from some downside, while enjoying the upside of owning businesses that earn a meaningful return on capital.

Our recommendations and model portfolio are based on timeless and proven investment principles, mathematical probabilities and sound logic. They are scientifically quantifiable, which means that every principle used can be proven to work using the scientific method.

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:

Features:

Summary:

  • Streamline workflow

  • Automated distributions

  • Turn weeks of work into days

  • Real-time dashboards

  • Your investors can login anytime, anywhere

Summary:

  • Free valuation estimate using 5 methods

  • Free 3 Page Executive Summary

  • No financial knowledge required

  • 18 Page Full Valuation Report

Summary:

    No key features associated with this application.

Pricing:

  • Starting from: $39.00/month
  • Credit card required: No
  • The Equidam FREE plan is free forever

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:

    What are some applications this service is commonly used in tandem with?
  • Brokers

  • Does this service offer guides, tutorials and or customer support?
  • Customer support 7 days a week.

  • Who are the main user groups of this service?
  • Anyone interested in investing with above-average returns and lower risk.

  • What is this service generally used for?
  • Bettering investment performance

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
945

Publisher:

Founded:
2012
Based in:
Rotterdam
Employees:
11-50
Likes:
1.88k
Followers:
6.88k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
24

Other:

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

Other:

Who uses Equidam
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Languages:
English, German, Dutch, French, Italian
Regional Restrictions:
No restrictions.

Other:

Who uses Formula Stocks
  • Personal
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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