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What is SafeChoice Fund Accounting?

SafeChoice Fund Accounting presents a thorough and effective accounting solution tailored to satisfy the financial demands of non-profit entities. In collaboration with Payment Service Network (PSN), SafeChoice delivers a wide array of electronic payment, billing, and communication services that blend user-friendliness with advanced features. Implementing and managing PSN's solutions is so effortless that you can easily adapt to your clients' varied payment preferences while maintaining adherence to your organizational policies and applicable regulations. No matter which payment method your clients select, every transaction is flawlessly integrated into the PSN system, ensuring automatic software updates for streamlined record-keeping. Moreover, by making use of eBills, you can significantly reduce expenses related to printing and mailing invoices, while also improving customer interaction through multiple electronic avenues. This holistic strategy leads to a remarkably cost-efficient solution, yielding almost instant returns on your investment. With the combined strengths of SafeChoice and PSN, non-profit organizations can optimize their financial processes, allowing them to concentrate on their primary missions and objectives, ultimately enhancing their overall impact in the communities they serve.

What is CXi-Registry?

A cloud-based subscription model for Software as a Service (SaaS) provides fund managers and administrators with a cost-effective, low-risk solution to meet their registry and regulatory compliance needs while improving investor engagement. The CXi-Registry SaaS platform offers an all-inclusive processing system for fund management registry functions, equipped with user-friendly dashboards and in-depth reporting tools that address every compliance requirement. By leveraging cutting-edge technology, this platform guarantees a secure and regulated framework for handling unit registry information. Furthermore, CXi extends professional services associated with the CXi-Registry SaaS offering, including consulting on registry operations and fund administration, project management, software implementation support, and technical assistance. To ensure that users receive the help they need, CXi-Registry features a dedicated online 'Service Desk' that allows for inquiries, issue tracking, and the submission of pertinent documents, thus simplifying the resolution of any problems clients may face. This comprehensive strategy not only optimizes operational workflows but also nurtures a collaborative community among its users, enhancing overall satisfaction and efficiency. Ultimately, the CXi-Registry platform emerges as a pivotal tool for modern fund management, bridging the gap between regulatory demands and user-friendly technology.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

SafeChoice

Date Founded

2007

Company Website

www.safechoice.com

Company Facts

Organization Name

CXi Software

Date Founded

2015

Company Location

Australia

Company Website

www.cxisoftware.com.au

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Categories and Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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