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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5000 one-time payment
Free Version
Free Trial

Pricing

FREE
Paid accounts are charged monthly per seat.
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CAPIX
Founded: 1995
Australia
www.capix.net

Company Information

Picante
Founded: 2022
EU
picante.io

Alternatives

TreasuryApps TMS

TreasuryApps TMS

TreasuryApps

Alternatives

Salmon Treasurer

Salmon Treasurer

Salmon Software
IBSFINtech

IBSFINtech

IBSFINtech India Private Ltd.

Categories

Categories

Treasury Features

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

Treasury Features

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

Integrations

No info available.

Integrations

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