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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 PDS Debt Settlement Software?

PDS Debt Settlement Software streamlines every facet of your debt resolution enterprise, offering a comprehensive tool that transitions from generating initial quotes to managing documents and conducting settlement negotiations. Prime Debt Software accommodates businesses of any size in the debt management sector, proving to be both adaptable and robust enough to manage substantial debt loads effectively. This all-encompassing solution is designed to evolve alongside your debt management operations, providing unwavering support at every stage of your business journey. Not only is our debt settlement software cost-effective, but it also promises to transform the efficiency and effectiveness of your agency’s debt management processes. Additionally, the accounting module introduces the versatility of implementing various payment plans tailored to align with your business policy, local regulations, and the unique requirements of clients. Clients enjoy the convenience of making payments through ACH, money orders, or checks, while also having the option to pay in cash and via phone checks, with every counselor equipped to handle phone payments seamlessly.

Media

Media

Integrations Supported

Docusign

Integrations Supported

Docusign

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per user, per month
Free Trial Offered?
Free Version

Pricing Information

$80 per user per month
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

Prime Debt Soft

Company Location

USA

Company Website

www.primedebtsoft.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

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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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