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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Maintain oversight of essential processes vital for effective financial management. Regardless of whether your institution consists of a single campus or spans across a hundred, this comprehensive program integrates finance and human capital management within a single solution, allowing you to concentrate on your learners. You will never have to question the necessity of an upgrade, as our solution is powered by a cutting-edge finance platform developed by Microsoft and tailored for the higher education sector by Anthology. The deeper your understanding, the more effectively you can assist. Accumulate comprehensive institutional knowledge about a constituent to guide your action plans and address their requirements promptly. Ensure your team operates efficiently and remains focused by utilizing robust campus system integrations that facilitate seamless operations and provide real-time data analysis. Enhanced visibility into your data will empower you to equip your most valuable assets—faculty, staff, and administrators—with the necessary resources to optimize functions across HR, payroll, talent acquisition, and beyond, ultimately fostering a more productive educational environment. Additionally, this unified approach not only streamlines operations but also enhances collaboration across departments, leading to better overall outcomes for your institution.

Description

Praxi is a comprehensive Financial Advisory platform that manages all facets of your brokerage operations. It features an integrated Client Relations Management system, allowing you to efficiently monitor and engage with your growing client base. Additionally, Praxi offers workflow management for tasks and actions, along with tracking and evaluation tools. Compliance management is another key feature, ensuring that you stay aligned with regulations. You can always access your documents securely stored online, providing peace of mind. The needs analysis tool enables you to swiftly evaluate your clients' insurance and investment requirements and assess associated risks. If you find yourself in need of assistance, simply contact your agent or submit a support request, and we guarantee a response within 24 hours! While the Praxi Manage solution is exceptional and encompasses numerous features beyond what we've highlighted, we wanted to draw attention to a few key aspects. One impressive facet is that setting up your account is a breeze, facilitated by a wizard that gets you started in under four minutes. Moreover, we can seamlessly transfer your existing data from most systems, ensuring a smooth transition to our platform. You’ll find that Praxi not only streamlines your operations but also enhances your overall client service experience.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ACI Case Manager
Microsoft 365
NIM
TouchNet Payment Systems

Integrations

ACI Case Manager
Microsoft 365
NIM
TouchNet Payment Systems

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50 per user, per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Anthology

Founded

2020

Country

United States

Website

www.anthology.com/solutions/enterprise-applications/finance-and-hcm

Vendor Details

Company Name

Praxi Manage

Founded

2017

Country

South Africa

Website

praximanage.com

Product Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Product Features

Financial Management

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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