Praxi.aiPraxi AI
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Praxi ManagePraxi Manage
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Insurance, banking, healthcare and other regulated industries where data curation, compliance and responsible AI is a business imperative.
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Audience
Companies looking for a Financial Advisory Management system
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$50 per user, per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPraxi AI
Founded: 2018
United States
www.praxi.ai/
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Company InformationPraxi Manage
Founded: 2017
South Africa
praximanage.com
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Categories |
Categories |
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Financial Management Features
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
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Integrations
No info available.
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Integrations
No info available.
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