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Ratings and Reviews 0 Ratings
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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 Pasofin?
Pasofin is an intuitive, cloud-based financial system designed to make managing business finances easier and more efficient. Developed by Stalione Group, the platform offers a range of tools for managing invoices, bills, expenses, payroll, and inventory, all through a simple and user-friendly interface. With real-time data processing and cloud accessibility, Pasofin helps businesses stay organized and on top of their financial tasks, from tracking employee work hours to generating financial statements. The system’s streamlined tax process and device compatibility ensure that users can manage their finances anytime, anywhere, without complication.
Integrations Supported
WooCommerce
API Availability
Has API
API Availability
Has API
Pricing Information
$50 per user, per month
Free Trial Offered?
Free Version
Pricing Information
$100
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
Stalione Group
Date Founded
2021
Company Location
Australia
Company Website
pasofin.com.au
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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management