Praxi Manage Reviews

Praxi Manage Description

Praxi is a full-fledged Financial Advisory System that manages all aspects of your brokerage. Praxi also includes a complete Client Relations Management system that will help you keep track and grow your client base. Task and action workflow management, tracking, and assessment. Praxi can help you manage your compliance issues. You are always available - All your documents can be stored online in our secure environment. Our needs analysis will quickly help you assess the insurance and investment needs of your client. Need assistance? It's easy! Simply contact your agent or submit a support request. We'll respond within 24hrs! Although the Praxi Manage solution is amazing and includes much more than what you will see here, we wanted only to highlight a few of our features. The setup of your account takes less than four minutes. We can even import data from your existing systems.