Audience
Companies looking for a Financial Advisory Management system
About Praxi Manage
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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Pricing
Starting Price:
$50 per user, per month
Free Version:
Free Version available.
Integrations
No integrations listed.
Company Information
Praxi Manage
Founded: 2017
South Africa
praximanage.com
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
24/7 Live Support
Online
Praxi Manage Frequently Asked Questions
Praxi Manage Product Features
Financial Management
Budgeting & Forecasting
Supported
Financial Reporting
Supported
Project Management
Supported
Risk Management
Supported
Cash Management
Not Supported
Consolidation / Roll-Up
Not Supported
Currency Management
Not Supported
Investment Management
Not Supported
Revenue Recognition
Not Supported
Tax Management
Not Supported
