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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 KoenigFinance?

KoenigFinance provides a holistic approach to building financial systems tailored to various needs. Whether your goal is to launch an online banking platform, a payment processing solution, or any type of e-commerce project, the KoenigFinance platform delivers a well-structured framework complemented by carefully designed features to ensure exceptional service for your clientele. Customization is key, as users can modify system settings by combining different components to align the platform with their unique business objectives. The user interface is crafted to be both informative and efficient, enhancing the overall user experience. All necessary management tools are conveniently available for easy access. The platform also boasts powerful APIs that support smooth integration with both internal systems and third-party services. Data can be transferred effortlessly in multiple formats, offering great versatility. To protect sensitive information, all connections are secured with 256-bit encryption, ensuring a high standard of security for data shared during communications. This dedication to both security and functionality makes KoenigFinance a prime option for enterprises seeking to elevate their financial service capabilities. Furthermore, the platform's adaptability allows businesses to scale and evolve as market demands shift, making it a future-proof solution in the financial technology landscape.

Media

Media

Integrations Supported

Esko Software

Integrations Supported

Esko Software

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

KoenigTech

Company Location

Russian Federation

Company Website

www.koenigfinance.com

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

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