---
title: CXi Software Reviews
meta_title: 'CXi Software Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CXi Software works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# CXi Software Reviews
**Vendor:** CXi Software  
**Category:** [Other Finance Software](https://www.g2.com/categories/other-finance)
## About CXi Software
a cloud-based SaaS subscription model providing a low risk, cost effective tool for fund managers and fund administrators to meet their registry and regulatory compliance needs, and enabling enhanced investor engagement.






- [View CXi Software pricing details and edition comparison](https://www.g2.com/products/cxi-software/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-13+09%3A27%3A21+-0500&secure%5Bsession_id%5D=b0fbf65a-139a-4113-b773-68514256d6a5&secure%5Btoken%5D=8feffc64484bacb4facbf62d3803f5cf159c2178bb9e847c5f246679a0865477&format=llm_user)

## CXi Software Features
**Additional Functionality**
- Asset Accounting
- Activity Dashboard
- Electronic Payments
- Third-Party Integrations
- Case Management
- Client Portal
- Accounting
- AI Copilot
- Receipt Management
- Task Management
- Bank Reconciliation
- Real-Time Data
- Billing Rate Management
- Fee Calculation & Posting
- Reminders
- Compliance Management
- Cross Ledger Posting
- Customizable Fields
- Workflow Management
- Accrual Accounting
- API
- Data Import/Export
- Customer Statements
- Time & Expense Tracking
- Tax Management
- Real-Time Reporting
- Check Writing
- Reporting & Statistics
- Calendar Management
- Secure Data Storage
- Customizable Reports
- Billing & Invoicing
- Trust Accounting
- Invoice Management
- Document Management
- Contact Management
- Generative AI
- General Ledger

## Top CXi Software Alternatives
  - [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) - 4.3/5.0 (45 reviews)
  - [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - 4.1/5.0 (31 reviews)
  - [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) - 4.4/5.0 (27 reviews)