CXi Software
The story of CXi Software (CXi) began with the identification of a deficiency in the unit registry operations of many fund managers.
Unit registry and fund administration operations are highly regulated and can be complex, however many fund managers were using spreadsheets for their unit registry and fund administration – a practice both labour intensive and high risk – due to the lack of a decent, cost effective alternative.
There were existing systems available, but they were often a very expensive solution for the required level of functionality and they used old technology.
CXi viewed this situation as an opportunity and set out in 2015, with a small software development team, to build a new Software as a Service (SaaS) model unit registry system. Utilising latest technology, the objective was to develop a software service that is accessible to all fund managers and fund administrators regardless of size, that is scalable, flexible, offers comprehensive functionality and easily integrates with other products.
CXi now has a number of live clients and has received industry recognition with Fintech and Regtech awards.
Leadership
Séamus Ó Concheanainn
Founder & Managing Director
Séamus has 28 years’ experience in Australian and global financial services as an executive and management consultant. He leverages that experience to create the vision for CXi products, and often speaks on the future of Unit Registry.
Sarah Taylor
Chief Technology Officer
Sarah is a solution-focused IT professional with extensive experience of spearheading and delivering projects across telecoms, government, health, financial services and investment management. She has prior experience delivering projects for companies such as Australian Unity and Colonial First State.
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Matthew Pohlen
Programme Manager
Matthew is an experienced financial services professional with a deep knowledge of custody, superannuation and the funds management industries.
He was previously a Principal Consultant at funds management specialist Foxrock Consulting after prior experience at ANZ, UniSuper and as Head of Investment Services at NAB Asset Servicing.
Services
CXi-Registry is a cloud-based Software as a Service (SaaS) product designed to streamline unit registry and regulatory compliance for fund managers.
CXi professional services provide project management, consulting and implementation services around the CXi-Registry product.