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) 267-2458