+
+

Related Products

  • ZenTreasury
    9 Ratings
    Visit Website
  • Framnex
    1 Rating
    Visit Website
  • Capitalcore
    90 Ratings
    Visit Website
  • YouHodler
    28 Ratings
  • LeaseAccounting.app
    Visit Website
  • CEX.IO
    29 Ratings
    Visit Website
  • IUX
    968 Ratings
    Visit Website
  • Vantage
    15,963 Ratings
    Visit Website
  • Monarch Money
    139,855 Ratings
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website

About

CAPIX is a cloud-based treasury and investment solution that provided users with a secure and central platform that allows them to manage corporate treasury and investment operations. CAPIX features an incorporated advanced cash flow management and forecasting technology. With Microsoft Azure cloud infrastracture, CAPIX enables users to access applications and information on the move via any desktop PC, tablet, or smartphone device with internet connection. CAPIX also supports trading in different financial securities. CTM™ is IAS 39 compliant and has advanced cash-management capabilities. CTM™ automates deal capture and improves the accounting and administration of treasury operations. CTM™ supports trading in a broad range or financial securities and derivatives, including Money Market, Forex, Fixed Inte​rest, Swaps and Options.

About

Using Picante allows anyone to easily track their crypto wallets, exchange accounts and bank accounts (fiat), set up monitoring, get event notification, run financial reports, share data privately with key stakeholders and create public financial dashboards. Built for: (1) Web3 companies & DAOs: to track their treasuries, spending habits and generate business reports (2) Investors: to monitor the financial health of their portfolio companies Key tools for Web3 companies & DAOs • Live dashboards to track treasury and historical performance • Bookkeeping tools • Private dashboards for internal teams and public dashboards for anyone on the web • Financial report creation tools • On-chain notification system Key tools for Investors • Live dashboard to track the financial health of portfolio companies • Automated end of month financial reports • Query portfolio based on specific criteria e.g. treasury allocation. • Messaging tools to communicate with portfolio

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Small to medium sized corporate treasury departments seeking a solution to manage their investment operations

Audience

Venture Capital Funds, Web3 Companies, DAOs, Bookkeepers, Accountants, Crypto Companies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$5000 one-time payment
Free Version Not Supported
Free Trial Supported

Pricing

FREE
Paid accounts are charged monthly per seat.
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • Love how I can easily track all our assets across chains and CEXs. Best part in my opinion is the fact they pull data directly from the blockchain so I don't need to grant any wallet permissions. Also really like the statement section. Having all the historical wallet statements makes our CFO happy.
  • Easy to track multiple vaults. We finally know the value of our holdings and we now have no problem tracking our transactions.

Cons

  • Would like to see more protocol integrations, that being said, I reached out to their team and they said coming soon. They seem to be cranking stuff out so feeling confident
  • No anonymous logins. If their database ever gets hacked, everyone will know what we control.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

CAPIX
Founded: 1995
Australia
www.capix.net

Company Information

Picante
Founded: 2022
EU
picante.io

Alternatives

TreasuryApps TMS

TreasuryApps TMS

TreasuryApps

Alternatives

IBSFINtech

IBSFINtech

IBSFINtech India Private Ltd.
Salmon Treasurer

Salmon Treasurer

Salmon Software

Categories

Treasury Supported

Categories

Treasury Features

Cash Management Supported
Debt Management Supported
For Government Supported
For Hedge Funds Supported
Forecasting Supported
Liquidity Management Supported
Payment Management Supported
Risk Management Supported

Treasury Features

Cash Management Supported
Debt Management Supported
For Government Not Supported
For Hedge Funds Not Supported
Forecasting Not Supported
Liquidity Management Supported
Payment Management Supported
Risk Management Supported

Integrations

No info available.

Integrations

No info available.
Claim CAPIX and update features and information
Claim CAPIX and update features and information
Claim Picante and update features and information
Claim Picante and update features and information