Compare CXi-Registry vs Formula Stocks vs SlickAccount

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Crozscore:

49%
what is this?
13%
interest falling

Crozscore:

42%
what is this?
22%
interest falling

Crozscore:

72%
what is this?
80%
25%
interest falling
CXi-Registry screenshot view 3 more Formula Stocks screenshot SlickAccount screenshot view 3 more

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:

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.

Software Description:

SlickAccount is an accounting software helping small businesses become more profitable by better tracking & managing their business's financial transactions. SlickAccount is simply designed for all employees of the company - so even if you don't have a background in accounting you can understand your company's financials to make better decisions.

SlickAccount's simple GST Accounting Software lets you create GST ready Invoices, manage inventory and stock, attain scheduled reports and file GST returns.

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:

  • Forecasting
  • Budgeting
  • Payroll
  • General Account Ledger
  • Data Export
  • Accounts Receivable
  • Billing/Invoicing
  • Expense Tracking
  • Inventory Tracking
  • Multi-User
  • Data Import
  • API
  • External Integrations
  • Notifications
  • P&L
  • Data Visualization
  • Balance Sheet
  • Accounts Payable

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:

  • Accounting software, invoicing software, budget forecasting, and GST software.

  • Loan advisor, cashflow management, risk management, and inventory management.

Basic

$45.00
5 user(s) / month
Included in plan:
  • For service business

Premium

$90.00
5 user(s) / month
Included in plan:
  • For retailers, POS mode accounting

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:

    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

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Yes, we have demo videos to support our customers. We also have 24x7 support assistance.

  • What are some applications this service is commonly used in tandem with?
  • Tally, QuickBooks and any other accounting software.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes up to 5 users included in our pricing plan and extra charge for more than that.

  • What is this service generally used for?
  • Accounting, budget forecasting, income & expense management, and inventory management.

  • Does this service integrate with any other apps?
  • Yes, we provide invoice, inventory and other integrations.

  • Does this service offer an API?
  • Yes, we have API integration.

  • Who are the main user groups of this service?
  • Service businesses, retailers, wholesalers, SAAS companies etc.

Publisher:

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

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
395

Other:

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

Other:

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

Other:

Who uses SlickAccount
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Windows
Mobile Platforms:
  • Android
Languages:
English
Regional Restrictions:
Available worldwide
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