Software Alternatives, Accelerators & Startups

CXi-Registry VS Salesforce Financial Services Cloud

Compare CXi-Registry VS Salesforce Financial Services Cloud and see what are their differences

CXi-Registry logo CXi-Registry

CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • CXi-Registry Landing page
    Landing page //
    2021-08-01
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

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Salesforce Financial Services Cloud videos

Perspectives on a Salesforce Financial Services Cloud Implementation

Category Popularity

0-100% (relative to CXi-Registry and Salesforce Financial Services Cloud)
Finance
62 62%
38% 38
CRM
0 0%
100% 100
Trading
100 100%
0% 0
Business & Commerce
0 0%
100% 100

User comments

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What are some alternatives?

When comparing CXi-Registry and Salesforce Financial Services Cloud, you can also consider the following products

Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

HiddenLevers - HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...