Praxi

Praxi

Praxi.AI
 Praxi Manage

Praxi Manage

Praxi Manage
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About

Praxi is an AI-powered data classification platform designed to transform raw data into valuable, actionable insights for regulated industries such as healthcare, finance, and defense. It offers pre-trained AI models that automate data discovery, curation, and classification, saving time and resources by eliminating manual data work. The platform scans data platforms and silos, creating a unified interface to understand data relationships, ensuring GDPR-aligned data management, and supporting automated data curation. With real-time insights, enhanced data governance, and easy system integration, Praxi helps businesses unlock the full potential of their data, improve decision-making, and ensure compliance.

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

Praxi is designed for businesses in regulated industries like healthcare, banking, insurance, and defense, looking to streamline data management, enhance decision-making, and automate data classification for better compliance and efficiency.

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

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

This software hasn't been reviewed yet. Be the first to provide a review:

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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

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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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