Praxi.ai

Praxi.ai

Praxi AI
 Praxi Manage

Praxi Manage

Praxi Manage
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About

Praxi.ai transforms risky dark and gray data across complex data landscapes into strategic advantage. The patented Praxi platform helps businesses with high volume data management and data curation, extracting real-time, business-critical information while ensuring compliance with internal and external regulatory and privacy rules. By making it easy to organize, classify, and securely share data, leveraging our AI Model libraries for privacy and across industries including Insurance, Healthcare, Banking, Praxi.ai enables your internal teams to collaborate efficiently and unlock the full potential of their data assets to drive better business outcomes.

About

Praxi is a fully-fledged Financial Advisory system that handles all aspects of your brokerage. Praxi includes a full Client Relations Management system, helping you keep track of your client base as you grow. Task and action workflow management, tracking and assessment. Praxi helps you take care of your compliance issues. Always available - Store all your documents online in our secure environment. Use our needs analysis to quickly help you assess your client's insurance and investement needs and risks. Need help? Simple! Reach out to your agent or log a support request and we'll respond within 24 hours! While the entire Praxi Manage solution is awesome, and contains much more than you'll see here, we wanted to showcase just a few items from our solution. Did you know that the setup of your account simply uses a wizard to get you going in less than 4 minutes? We can even import your existing data from most systems.

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

Insurance, banking, healthcare and other regulated industries where data curation, compliance and responsible AI is a business imperative.

Audience

Companies looking for a Financial Advisory Management system

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

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$50 per user, per month
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

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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Praxi AI
Founded: 2018
United States
www.praxi.ai/

Company Information

Praxi Manage
Founded: 2017
South Africa
praximanage.com

Alternatives

Praxi

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Alternatives

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PraxiSchool

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PraxiSchool

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 Praxi Manage

Praxi Manage

Praxi Manage
Praxis EMR

Praxis EMR

Infor-Med
Praxis EMR

Praxis EMR

Infor-Med
Praxi

Praxi

Praxi.AI

Categories

Categories

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Integrations

No info available.

Integrations

No info available.
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