Compare RootAnt vs CXi-Registry

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51%
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Crozscore

53%
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interest falling
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About RootAnt

The platform provides a financial platform that is built with modularity at its core. It has a deep suite of a fully integrated, back-end, middleware and front-end services and applications. RootAnt now remains one of the only Fintech companies in China improving the financial experience.

RAPID DEPLOYMENT
Dramatically reduce setup risk and maintain your new platform for a fraction of the cost of a legacy system. Compete in the market and grow your margins, with minimal CAPEX and a more efficient OPEX.

LEVERAGE DATA
Access detailed, real-time customer data through state-of-the-art data warehousing, understand customers with machine learning technology and present tailored, relevant in-house and third-party services.

MULTI-DEPLOYMENT
RootAnt has two deployment options: in the cloud or local. The economics of the cloud means you can pay as you grow and only pay for the space you use. For higher security reason, you could choose private data center to deploy.

The vertical solutions we currently serve are: Trading, Asset Investment, Wealth management and Digital Assets.

About CXi-Registry

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.

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Features

  • 2-Factor Authentication
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Scheduling
  • Tax Management

Summary

  • Affiliate System

  • CRM/CEM

  • Account Management

  • Investment Platform

Summary

  • Streamline workflow

  • Automated distributions

  • Turn weeks of work into days

  • Real-time dashboards

  • Your investors can login anytime, anywhere

FAQs

    No FAQs associated with this application.

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.

Vendor Information

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Vendor Information

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

Other

Who uses RootAnt
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Chinese
Regional Restrictions:
No restrictions.

Other

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