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What is CurrencyXchanger (CXR)?

CurrencyXchanger (CXR) is an advanced solution for automating money service businesses (MSB) and caters specifically to currency wholesalers and retailers, distinguishing itself from standard Forex trading platforms. This platform includes features such as a multicurrency point-of-sale (POS) system, an integrated Customer Relationship Management (CRM) module, and adherence to AML compliant record-keeping standards, ensuring thorough KYC and EDD practices while providing comprehensive management reporting and cheque handling capabilities. Additionally, CXR offers eWire money remittance technology among various other functionalities. Available in POS, Business, or Pro editions, CXR prioritizes user privacy, ensuring that we do not access or store your customer information or transactional data on our servers, which sets us apart from many web-based alternatives. Furthermore, CXR 6 enhances the user experience with an array of government reporting options, including LCT, LCTR, STR reports, and EFTI batch reports, facilitating compliance and operational efficiency for your business. This commitment to privacy and extensive feature set makes CXR an ideal choice for modern money service operations.

What is Clear View KYC?

CXR is a unique Point of Sale software tailored for managing transactions across various currencies. It meticulously logs each transaction, allowing for straightforward receipt printing. This software proficiently tracks buying and selling rates, profit margins, stock levels, and real-time exchange rate updates, among other vital features. For currency exchange professionals, finding robust multi-currency accounting software can present significant hurdles. Popular solutions like XERO and QuickBooks frequently do not fulfill the intricate demands of foreign currency trading. In contrast, CXR capably handles over 200 different global currencies without complications. It also complies with the regulations outlined by the PCMLTFA, Customer Identification Program (CIP) as per the Bank Secrecy Act (BSA), and the USA Patriot Act. Moreover, CXR fulfills the compliance standards set by Sweden's Tax Authority (Skatteverket) control box. The software consolidates customer data and documents within its own database, thus negating the necessity for integration with third-party CRM systems. As a result, all customer-related transactions, profile information, and Know Your Customer (KYC) details are easily accessible from a single platform, significantly improving operational efficiency. This all-encompassing strategy not only optimizes workflow but also guarantees that compliance measures and customer management are thoroughly integrated into the system. Ultimately, CXR provides an unparalleled solution for businesses dealing with multi-currency transactions.

Media

Media

Integrations Supported

Twilio

Integrations Supported

FaceOnLive

API Availability

API Availability

Pricing Information

$2490/one-time
Offers the most flexible and affordable payment
plans, including month subscription, one-time payment, and rent-to-own.
Free Version
Free Trial Offered?

Pricing Information

$500 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Clear View Systems Ltd.

Date Founded

2003

Company Location

Canada

Company Website

www.clearviewsys.com

Company Facts

Organization Name

Clear View Systems

Date Founded

2003

Company Location

Canada

Company Website

www.clearviewsys.com

Categories and Features

Currency Exchange

Analytical Reporting
Client Management
Custom Account Statements
Data Backup Scheduling
For Money Exchanges
Margin Management
Market Data Access
Position Management
Real Time Currency Quotes
Transaction Management

Categories and Features

AML

PEP Screening
Watch List

KYC

Not specified

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