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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

An ERP system designed to support educational institutions globally. It provides seamless access to essential insights that foster collaboration among various departments while enhancing processes and workflows. Empower your organization with a comprehensive ERP solution tailored to tackle the distinctive challenges faced by higher education. You can select from SaaS, private cloud, or on-premise deployment options, aligned with your strategic objectives and requirements. Benefit from extensive expertise in higher education and in-depth product knowledge offered by a single, integrated partner. Enhance your ERP capabilities with our extensibility tools for greater customization. Utilize our Shared Technology Platform to effectively scale your system and manage your institution's diverse systems. Optimize the student journey by overseeing critical information and delivering services that keep students moving forward. Safeguard your most important asset by effectively managing all facets of the employee experience, thereby attracting and retaining top talent. Additionally, a robust ERP can facilitate data-driven decision-making, ensuring your institution remains competitive in an ever-evolving educational landscape.

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

AwardSpring
BOSCO
CLEAN_Data
CorralData
Ellucian
ID123
Ikigai
Mazévo
MeeteR
NIM
Pathify
PinPoint Document Management System
Quaeris
Quicklaunch
Sia
SkyStem ART
SubItUp
Via TRM
WebLOAD
Wellspring for IP Management

Integrations

AwardSpring
BOSCO
CLEAN_Data
CorralData
Ellucian
ID123
Ikigai
Mazévo
MeeteR
NIM
Pathify
PinPoint Document Management System
Quaeris
Quicklaunch
Sia
SkyStem ART
SubItUp
Via TRM
WebLOAD
Wellspring for IP Management

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

Ellucian

Founded

1968

Country

United States

Website

www.ellucian.com/solutions/ellucian-banner

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

School Accounting

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

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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