Praxi.ai

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.

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.