Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
CXR serves as a specialized Point of Sale software designed for handling transactions in multiple currencies. With CXR, every transaction is recorded, and receipts can be easily printed. The software efficiently monitors buy and sell rates, profit margins, inventory levels, and updates on exchange rates, among other functionalities. For money exchange dealers, sourcing effective multi-currency accounting software can be quite challenging. Leading packages like XERO and QuickBooks often fall short in supporting the complexities of foreign currency trading. However, CXR adeptly manages over 200 global currencies without any issues. Additionally, it adheres to the regulations set forth by the PCMLTFA, Customer Identification Program (CIP) under the Bank Secrecy Act (BSA), and the USA Patriot Act. Furthermore, CXR meets compliance requirements established by Sweden's Tax Authority (Skatteverket) control box. The software centralizes customer information and documentation within its own database, eliminating the need for integration with external CRM systems. Consequently, all customer transactions, profile details, and KYC information are conveniently accessible under a single platform, enhancing operational efficiency. This comprehensive approach not only streamlines processes but also ensures that compliance and customer management are seamlessly integrated.
Description
Pacer® offers a sophisticated multi-currency portfolio management solution tailored for investment managers operating on a global scale, particularly those handling substantial transaction volumes for institutional or private clients worldwide. This platform provides an all-encompassing and integrated system for overseeing securities, transactions, positions, cash flow, income, corporate actions, and meticulous record keeping. With its global multi-currency capabilities, users can effectively monitor transactions and portfolios while re-evaluating them in any desired currency. Pacer streamlines and expedites even the most complex processes involved in global portfolio accounting. Its comprehensive portfolio accounting ensures that all aspects of your business needs are met with a tried-and-true solution. Users benefit from real-time data access to global securities information through the SS&C-owned Securities Valuation Corporation (SVC). The robust web-based reporting feature grants the ability to access real-time portfolio data from any location with internet connectivity. Additionally, the architecture is designed to be both cost-effective and scalable, accommodating the evolving needs of investment management. Thus, Pacer® stands out as a vital tool for enhancing efficiency and accuracy in portfolio management across diverse markets.
API Access
Has API
API Access
Has API
Pricing Details
$500 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clear View Systems
Founded
2003
Country
Canada
Website
www.clearviewsys.com
Vendor Details
Company Name
SS&C Technologies
Founded
1986
Country
United States
Website
www.ssctech.com/solutions/products-a-to-z/pacer
Product Features
Product 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