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What is Orax SDI?

We provide customized CRM and ERP solutions specifically designed for medium to large businesses in South Africa. Finding a dependable technology partner can frequently be a challenging task. At Orax, we focus on establishing long-lasting partnerships based on trust, loyalty, and integrity. Our aim is to develop relationships that highlight shared benefits, promoting ongoing growth over time. This philosophy results in a mutually beneficial scenario for everyone involved! Over the past decade, we have faced numerous challenges and celebrated various successes, and like our clients, we have only grown stronger through these experiences. We are committed to serving our clients for many generations to come, continuously promoting innovation and resilience in our solutions. By nurturing these connections, we hope to inspire a collaborative future that thrives on shared success.

What is ANALEC?

ANALEC firmly believes that harnessing technology and software can play a pivotal role in tackling the persistent structural issues faced by full-service broker-dealers, allowing them to reshape their business models for sustainable success. Our innovative solutions aim to improve the efficiency and productivity of broker-dealers while enhancing their capabilities for generating revenue. Over the last decade, institutional stock-broking has faced significant hurdles, including intense competition, heightened regulatory scrutiny, dwindling commission revenues, and the movement towards unbundling broker compensation, all of which have created financial pressures within the industry. Furthermore, there is a growing disparity between clients' perceptions of value and brokers' expectations regarding compensation. As a result, the conventional approach to investment research as a bundled offering has struggled to retain its attractiveness, necessitating a reassessment of how these services are provided and compensated. It is essential for broker-dealers to navigate these challenges effectively, as finding solutions will be key to thriving in an ever-changing market landscape. Embracing technological advancements will empower them to not only survive but also flourish amidst these transformations.

Media

Media

Integrations Supported

HTML

Integrations Supported

HTML

API Availability

Has API

API Availability

Has API

Pricing Information

$45 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Orax Solutions

Date Founded

2005

Company Location

South Africa

Company Website

oraxsdi.com

Company Facts

Organization Name

ANALEC

Date Founded

2003

Company Location

United States

Company Website

analec.com/solutions/investment-research-organization.html

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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