Solution introduction

The CXi-Registry SaaS solution provides full end to end processing for funds management registry operations, user-friendly dashboards and reporting, and all regulatory compliance reporting requirements

The system employs latest technology, providing a controlled and secure environment for all unit registry data

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 supports all forms of unit registry including party paid and stapled securities for fund managers and fund administrators.

With our investor portal, investors can login and view their accounts on any device, anywhere, anytime.

Real time dashboards
Live dashboards monitoring day to day activities, and can be customised to your needs.

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 from cash management trusts to partly paid and stapled funds. The only system that can do partly paid stapled securities.

Intergrate application data from website forms into CXi-Registry.

Worldwide compliance
Manage global compliance regulation including Australian AIMR, US FATCA, Europe CRS.

Data security
Security of your database by Amazon Web Services, which is backed up daily.

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