CXi Software announces first client on its new cloud-based unit registry platform

30 July 2017

New Australian fintech CXi Software Pty Ltd (CXi) announces that Endeavour Securities (Australia) Limited (wholly owned by Linchpin Capital Group Limited) has gone live on its cloud-based unit registry platform CXi-Registry to facilitate full and simplified registry for Endeavour’s Investport Income Opportunity Fund.

“We chose CXi-Registry as we needed an investor registry solution that was simple, intuitive and efficient, and a solution that will integrate into a range of other systems” said Paul Nielsen, Joint Managing Director of Linchpin Capital.

Linchpin Capital is a Sydney based independent investment and capital advisory house operating across multiple asset classes, including; retail financial planning & wholesale investment advisory, Superannuation and funds management. Running a single Income Fund the Linchpin team had found it had grown beyond managing this via internally held databases and sought a real time, cloud-based unit registry solution.

“We have found the CXi-Registry system easy to use, strong on compliance and rich in data analytics. It has improved our internal processes and opened up a range of investor focused functionality we could not provide in the past.” said Mr. Nielsen. “This has made life much simpler for us and the CXi team were great to work with. I know it seems like a big call, but this is the Xero of unit registries.”

“We’re delighted to welcome Linchpin onto our CXi-Registry solution as our very first client” said Séamus Ó Concheanainn, Managing Director of CXi. “Our platform is the first purpose built solution for Unit Registry & Crowd Funding developed in Australia in more than a decade and we see considerable opportunity to assist clients in this market and overseas.”

CXi-Registry is a cloud-based solution enabling continuous access for registry managers, their investors and advisors. “Our objective is to provide simple, intuitive, data rich solutions to the funds administration market helping small to medium sized businesses excel in operational efficiency and client service” said Enda Mahoney, Chief Technology Officer at CXi. “Initial feedback from Linchpin Capital and other clients piloting our system validates that we have something special and there is considerable opportunity for our product.”

Become a bobsguide member to access the following

1. Unrestricted access to bobsguide
2. Send a proposal request
3. Insights delivered daily to your inbox
4. Career development