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What is Pacer?

Pacer® provides an advanced multi-currency portfolio management system specifically designed for investment managers who operate on an international level, especially those managing high transaction volumes for both institutional and private clients globally. This platform offers a comprehensive and unified approach to managing securities, transactions, positions, cash flow, income, corporate actions, and detailed record-keeping. Thanks to its global multi-currency functionality, users can seamlessly track transactions and portfolios while reassessing them in any currency of their choice. Pacer efficiently simplifies and accelerates even the most intricate tasks associated with global portfolio accounting. Its thorough portfolio accounting guarantees that every facet of your operational requirements is fulfilled with a reliable solution. Users also gain real-time access to worldwide securities data through the SS&C-owned Securities Valuation Corporation (SVC). The powerful web-based reporting feature allows users to retrieve up-to-the-minute portfolio information from any location that has internet access. Furthermore, the system's architecture is crafted to be both economical and scalable, adapting to the changing demands of investment management. Therefore, Pacer® emerges as an indispensable resource for improving both efficiency and precision in portfolio management across various global markets. Its innovative features and user-friendly interface make it an essential choice for investment professionals looking to enhance their operational capabilities.

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

Desktop.com
FaceOnLive
Totality

Integrations Supported

Desktop.com
FaceOnLive
Totality

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$500 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SS&C Technologies

Date Founded

1986

Company Location

United States

Company Website

www.ssctech.com/solutions/products-a-to-z/pacer

Company Facts

Organization Name

Clear View Systems

Date Founded

2003

Company Location

Canada

Company Website

www.clearviewsys.com

Categories and Features

Trust Accounting

Accrual Accounting
Activity Tracking
Asset Gain & Loss Reporting
Check Writing
Compliance Management
Cross Ledger Posting
Customer Statements
Fee Calculation & Posting
Receipt Management
Tax Management

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

KYC

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