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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Praxi.ai revolutionizes the management of risky dark and gray data within intricate data environments, turning potential challenges into competitive advantages. The innovative Praxi platform is designed to assist organizations in handling large volumes of data effectively and curating it, allowing for the extraction of crucial real-time information while adhering to both internal and external regulatory standards and privacy guidelines. By simplifying the processes of organizing, classifying, and securely sharing data, and utilizing our extensive AI Model libraries across various sectors such as Insurance, Healthcare, and Banking, Praxi.ai empowers teams to collaborate seamlessly and fully harness their data resources, ultimately leading to enhanced business performance. This capability not only improves operational efficiency but also fosters a data-driven culture within organizations.

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

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Praxi AI

Founded

2018

Country

United States

Website

www.praxi.ai/

Vendor Details

Company Name

Praxi Manage

Founded

2017

Country

South Africa

Website

praximanage.com

Product Features

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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