Praxi ManagePraxi Manage
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RaptechRaptech Solutions
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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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About
Raptech is a cloud-based digital business management software that enables growing companies to automate the processes of Lead-to-quote, order-to-cash, source-to-pay, and record-to-report. Gain total control over the business using efficient workflows. Make real-time data-driven decisions with AI-powered analytics. Having process and tools in place to manage sales pipeline and forecast pushes the sales team to be more effective, and efficient and ensure that lead clients turn into business opportunities. Streamlining order fulfillment, billing, and payment receipt process enable to increase in the bottom line. Revenue projections will help to make strategic decisions to maximize profits. Understanding spending patterns help to make a critical decision on cost control. Spend forecast will assist in closely monitoring and fixing problems before they become major issues. Bringing efficiency in working capital and cash flow management leads to a higher return on capital.
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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
Companies looking for a Financial Advisory Management system
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Audience
Businesses searching for a solution to maximize revenue, get more customer, and increase sales
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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 Videos |
Screenshots and Videos |
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Pricing
$50 per user, per month
Free Version
Free Trial
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Pricing
No information available.
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 Manage
Founded: 2017
South Africa
praximanage.com
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Company InformationRaptech Solutions
India
raptechsolution.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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