CAPIX Investment Manager™ (CIM™)

CAPIX Investment Manager (CIM™)

CAPIX Investment Manager™ (CIM™) is a Microsoft Windows® based, multi-user, integrated investment management system. CIM is designed specifically for small to medium sized modern investment managers.

CIM™ is IAS 39 compliant and has advanced cash-management capabilities. CIM™ automates deal capture and improves the accounting and administration of investment operations. CIM™ supports trading in a broad range of financial securities and derivatives, including Money Market, Forex, Fixed Interest, Swaps and Options.

CAPIX recognises that Cash Management is a core function of investment management and CIM has advanced Cash Flow forecasting and management functions.

Rich desktop experience

CIM provides a rich Windows Desktop environment and experience. Microsoft Office tools such as Excel and Word sit side-by-side with your investment management software, giving you a powerful set of productivity tools.

Comprehensive instrument coverage

CIM supports a wide range of financial instruments across multiple asset classes, enabling investment managers to consolidate their portfolio management into a single integrated system.

Cloud hosting available

CIM can be deployed on-premises or hosted on Microsoft Azure through our cloud partnership. Cloud hosting simplifies infrastructure management — CAPIX manages and supports both the software and the Azure cloud environment on your behalf.

ERP Integration

CIM is built on Microsoft technology and designed to work alongside your existing ERP platform. Whether you run Microsoft Dynamics 365, SAP, FinanceOne or another enterprise system, investment data can flow between CIM and your ERP for consolidated portfolio and financial reporting.