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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 Ellucian Banner?

An ERP solution specifically crafted for educational institutions worldwide, it ensures smooth access to vital insights that promote collaboration across different departments while improving processes and workflows. Empower your organization with a holistic ERP system designed to address the unique challenges encountered in higher education. You can choose from various deployment options, including SaaS, private cloud, or on-premise, tailored to fit your strategic goals and needs. Leverage the extensive knowledge in higher education and comprehensive product expertise available from a single, unified partner. Enhance your ERP functionalities using our extensibility tools for more personalized adjustments. Utilize our Shared Technology Platform to efficiently scale your system and manage the diverse needs of your institution. Streamline the student experience by effectively overseeing critical information and providing services that help students progress. Protect your most valuable asset by managing every aspect of the employee experience, which in turn helps attract and retain high-caliber talent. Furthermore, a powerful ERP system can aid in making data-driven decisions, ensuring your institution stays competitive amid the continuously changing educational landscape. By adopting this comprehensive system, your institution can not only improve operational efficiency but also foster an environment of innovation and growth.

Media

Media

Integrations Supported

AwardSpring
CLEAN_Data
CorralData
EduTranscript
Ellucian
ID123
Ikigai
JAMS
Mazévo
MeeteR
NIM
Pathify
PinPoint Document Management System
Quaeris
SkyStem ART
SubItUp
Via TRM
WebLOAD
Wellspring for IP Management
e2s Connect

Integrations Supported

AwardSpring
CLEAN_Data
CorralData
EduTranscript
Ellucian
ID123
Ikigai
JAMS
Mazévo
MeeteR
NIM
Pathify
PinPoint Document Management System
Quaeris
SkyStem ART
SubItUp
Via TRM
WebLOAD
Wellspring for IP Management
e2s Connect

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

Ellucian

Date Founded

1968

Company Location

United States

Company Website

www.ellucian.com/solutions/ellucian-banner

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

School Accounting

Accounts Payable
Attendance Management
Billing & Invoicing
Budgeting & Forecasting
Class Loading
Fixed Asset Management
For Private Schools
Fund Accounting
General Ledger
K-12
Payroll Management
Purchasing

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