About Praxi Manage
Praxi Manage is a financial advisory management platform from Praxi Manage that provides tools for efficient brokerage management. It includes features such as great support, modern solutions, and showcases financial management tools so users can manage their advisory services more effectively. The platform focuses on offering simple, yet effective solutions tailored to the needs of financial advisors. With a commitment to advancement in the financial sector, Praxi aims to provide foundational support for all aspects of financial advisory work. Key capabilities: financial management tools support services modern features user-friendly interface advisory performance tracking Best for: financial advisors that need comprehensive management tools for their brokerage services.
Praxi Manage is a specialized, all-in-one Practice Management CRM designed specifically to address the unique workflow, compliance, and client service needs of Financial Advisors and Brokerages. Its main strength is its integrated approach, which combines a core CRM, auditable Compliance Workflow, and a sophisticated, actuarially-assisted Financial Needs Analysis (FNA) into a single, user-friendly platform. This integration ensures that every client interaction and task is tracked for fiduciary compliance, and client data is immediately leveraged for value-added analysis. By focusing on simplicity and providing an audited, central hub for data, documents, and communication, Praxi Manage is an excellent solution for brokerages seeking to streamline their back-office processes and enhance their risk management without sacrificing client engagement.
Pros & Cons
- +Offers direct customer support
- +Simplifies complex advisory workflows
- +Eliminates the need for advisors to juggle multiple, disconnected software applications
- +Provides a sophisticated, branded FNA tool that leverages client data and policy information
- +The software tracks all client interactions and follow-ups
- −It is dependent on accurate data feed/integration from the firm's policy systems
- −Lacks publicly detailed pricing tiers
- −It is highly specialized for financial advisory and brokerage compliance
Features
Key features
- Integrated Practice Management CRM
- Provides a unified platform to manage all client relations, communication, notes, appointments, and data, moving beyond traditional CRM systems to handle the specific needs of a brokerage.
- Built-in Compliance Module
- Helps brokerages and advisors manage and take care of compliance issues and regulatory requirements directly within the system, ensuring an audited workflow for tasks and documents.
- Comprehensive Financial Needs Analysis (FNA)
- Includes a tool, designed with actuarial science assistance, that uses existing CRM and policy data to extrapolate and generate a personalized, branded FNA for clients.
- Audited Task and Workflow Management
- Keeps a comprehensive, trackable, and auditable list of tasks, actions, planning, follow-ups, and automatic reminders to ensure timely client service and compliance.
Additional features
- Secure Document Management
- Allows advisors to store all client and brokerage documents online in a secure environment for easy access and compliance auditing.
- Simple Data Management
- Focuses on simplicity by providing a single, central place for all client data, documents, and communication.
- Policy System Integration
- Directly integrates with policy systems to enhance the data used in the Financial Needs Analysis and client tracking.
- Customizable Reporting
- Allows for the generation of comprehensive reports and analytics to evaluate practice performance and compliance status.
- Direct Support
- Guarantees a direct support process with an emphasis on 24-hour response to advisor issues.
- User-Friendly Interface
- Designed with an emphasis on keeping the system simple and intuitive to reduce the learning curve for staff.
- Client Relations Management
- Includes core CRM functions to help track and manage the client base as the advisory practice grows.
- Branding Capabilities
- Allows the brokerage to customize the branding and logo on key documents and analyses, such as the FNA report.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Praxi Manage
Praxi Manage is a financial advisory management platform from Praxi Manage that provides tools for efficient brokerage management. It includes features such as great support, modern solutions, and showcases financial management tools so users can manage their advisory services more effectively. The platform focuses on offering simple, yet effective solutions tailored to the needs of financial advisors. With a commitment to advancement in the financial sector, Praxi aims to provide foundational support for all aspects of financial advisory work. Key capabilities: financial management tools support services modern features user-friendly interface advisory performance tracking Best for: financial advisors that need comprehensive management tools for their brokerage services.
Praxi Manage Details
Praxi Manage's In-App Market Place
Does Praxi Manage have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
ZAR (R)
Pros & Cons
- Offers direct customer support
- Simplifies complex advisory workflows
- Eliminates the need for advisors to juggle multiple, disconnected software applications
- Provides a sophisticated, branded FNA tool that leverages client data and policy information
- The software tracks all client interactions and follow-ups
- It is dependent on accurate data feed/integration from the firm's policy systems
- Lacks publicly detailed pricing tiers
- It is highly specialized for financial advisory and brokerage compliance
Praxi Manage's Support Options
Email Address
info@praximanage.comContact
+27 (083) 267-2458Praxi Manage's Alternatives
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