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.
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Pricing
Pricing Starts At:
$50 per user, per month
Free Version:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Praxi Manage
Year Founded:
2017
Headquarters:
South Africa
Website:
praximanage.com
Media
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Product Details
Platforms
SaaS
Type of Training
Live Online
Customer Support
24/7 Live Support
Online
Praxi Manage Features and Options
Financial Management Software
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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