Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Martus Reviews & Ratings
    145 Ratings
    Company Website
  • Kantata Reviews & Ratings
    2,269 Ratings
    Company Website
  • Sage Intacct Reviews & Ratings
    8,335 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • Banker's Dashboard Reviews & Ratings
    6 Ratings
    Company Website
  • Canopy Reviews & Ratings
    952 Ratings
    Company Website
  • BoldTrail Reviews & Ratings
    2,100 Ratings
    Company Website
  • Tai TMS Reviews & Ratings
    173 Ratings
    Company Website
  • NaviPlan Reviews & Ratings
    Company Website
  • Soraban Reviews & Ratings
    6 Ratings
    Company Website

What is Praxi Manage?

Praxi serves as an all-encompassing Financial Advisory platform that oversees every aspect of your brokerage activities. It includes a built-in Client Relations Management system that helps you to effectively track and interact with your expanding client portfolio. Furthermore, Praxi provides management tools for workflows related to various tasks and actions, alongside mechanisms for tracking and evaluating performance. A vital component of the platform is its compliance management feature, which guarantees that you adhere to all necessary regulations. You will also have secure access to your documents stored online, offering you peace of mind regarding data safety. The needs analysis tool allows you to quickly analyze your clients' investment and insurance needs while evaluating any associated risks. Should you require help, reaching out to your agent or submitting a support request will guarantee a response within 24 hours! Although the Praxi Manage solution is outstanding and includes many features beyond those mentioned, we want to emphasize a few notable highlights. One remarkable aspect is the ease of account setup, which is guided by a wizard that completes the process in under four minutes. Additionally, we can smoothly transfer your existing data from various systems, guaranteeing an effortless transition to our platform. You will discover that Praxi not only simplifies your operational processes but also significantly improves your overall client service experience, making it a valuable tool for financial advisors. This platform truly empowers advisors to enhance their client interactions while maintaining efficiency in their brokerage operations.

What is Anthology Finance & HCM?

Maintain oversight of the vital processes that underpin successful financial management. Whether your institution consists of a single campus or multiple locations, this all-encompassing program merges finance and human resources into a cohesive solution that emphasizes the priorities of your students. You will never have to doubt the importance of an upgrade again, as this solution is based on a cutting-edge finance system from Microsoft and specifically designed for the higher education sector by Anthology. The insights you gather will enhance your ability to provide support effectively. By accumulating thorough institutional knowledge about each stakeholder, you can create strategic action plans that meet their needs efficiently. It is essential to keep your team aligned and productive through the seamless integration of campus systems, which promotes smooth operations and allows for immediate data analysis. With improved visibility into information, you can ensure that your most important assets—faculty, staff, and administrators—are armed with the necessary resources to enhance operations across HR, payroll, talent acquisition, and more. This comprehensive strategy not only optimizes operations but also positions your institution for success in an increasingly competitive educational environment. Ultimately, embracing such a system leads to more informed decision-making and a stronger foundation for future growth.

Media

Media

Integrations Supported

ACI Case Manager
Microsoft 365
NIM
TouchNet Payment Systems

Integrations Supported

ACI Case Manager
Microsoft 365
NIM
TouchNet Payment Systems

API Availability

Has API

API Availability

Has API

Pricing Information

$50 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

Praxi Manage

Date Founded

2017

Company Location

South Africa

Company Website

praximanage.com

Company Facts

Organization Name

Anthology

Date Founded

2020

Company Location

United States

Company Website

www.anthology.com/solutions/enterprise-applications/finance-and-hcm

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Popular Alternatives

PraxiSchool Reviews & Ratings

PraxiSchool

PraxiPower Software

Popular Alternatives

Praxi.ai Reviews & Ratings

Praxi.ai

Praxi AI
Praxis EMR Reviews & Ratings

Praxis EMR

Infor-Med