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Description
Accounting has transformed to become more accessible and tailored to your needs online! Discover how Conube can streamline your daily tasks. With our digital accounting platform, you can efficiently automate your business’s accounting, tax, and financial processes. You can receive personalized assistance through your preferred communication channel. Our dedicated customer support team is here to address your questions from Monday to Friday. Setting up your company with Conube is both quick and straightforward. We specialize in launching service-oriented businesses and have designed our step-by-step process to minimize time and reduce bureaucratic hurdles for our clients. To get started, we want to learn about your future business! By registering, you will gain access to tools that help identify the optimal business structure for you. After signing up on our platform, you can select the best format for your company with guidance from our consultants. Once you've determined the ideal structure, simply pay the required fees and create a plan. The best part? Establishing your company is completely free when you choose Conube! Additionally, our user-friendly interface ensures a seamless experience from start to finish.
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
Integrations
No details available.
Integrations
No details available.
Pricing Details
$15.72
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
Conube
Founded
2014
Country
Brazil
Website
www.conube.com.br/
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
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