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fi360 Toolkit VS CXi-Registry

Compare fi360 Toolkit VS CXi-Registry and see what are their differences

EcholoN
Holistic service management: service, support + customer care. From Ticketing to Helpdesk, Service Desk, ITSM to Enterprise Service Management featured
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fi360 Toolkit logo fi360 Toolkit

Other Finance & Insurance

CXi-Registry logo CXi-Registry

CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.
  • fi360 Toolkit Landing page
    Landing page //
    2019-12-24
  • CXi-Registry Landing page
    Landing page //
    2021-08-01

fi360 Toolkit videos

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Fi360 and The Retireholi(k)s breakdown of the Fi360 Toolkit

More videos:

  • Review - fi360 Toolkit for Advisors - Getting started with the Toolkit
  • Review - Winning New Business with the fi360 Toolkit

CXi-Registry videos

No CXi-Registry videos yet. You could help us improve this page by suggesting one.

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Category Popularity

0-100% (relative to fi360 Toolkit and CXi-Registry)

fi360 Toolkit

CXi-Registry

Finance
43 43%
Finance
57% 57
Trading
41 41%
Trading
59% 59
Tool
36 36%
Tool
64% 64
Investing
100 100%
Investing
0% 0

User comments

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What are some alternatives?

When comparing fi360 Toolkit and CXi-Registry, you can also consider the following products

Seeking Alpha - Be the first to know about news and market moving analysis on the stocks you follow.

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

Robinhood - Free stock trading service.

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.

Morningstar Advisor Workstation - Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.

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

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