Who we are

The foundation and principles on which we built Praxi

  • Our Mission

    To update and advance the Financial Advisory industry by providing the leading broker management software solution through innovation and communication with our clients

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  • Our Vision

    To provide a unique customer relations management platform that manages all aspects of a brokerage, from Practice Management CRM to compliance to portfolio management to financial needs assessment.

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  • Our Process

    Unlike most software solutions, Praxi was built in conjunction with our early adopters by a leading Financial Advisor and a software provider responsible for designing and coding a billion dollar risk management solution.

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  • Our Strategy

    To continually develop and enhance our software, evolving as our client's needs evolve...

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  • Our Result

    It's simple. We have the worlds leading broker management solution and we will continue partnering with you to keep it there!...

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What we do, and...

What Praxi can do for you

Praxi is a fully-fledged Financial Advisory system that handles all aspects of your brokerage.

Practice Management

Praxi includes a full Client Relations Management system, helping you keep track of your client base as you grow

Tasks, planning, actions, follow-ups and automatic reminders

Task and action workflow management, tracking and assessment

Compliance

Praxi helps you take care of your compliance issues

Secure document management

Always available - Store all your documents online in our secure environment

Needs analysis

Use our needs analysis to quickly help you assess your client's insurance and investement needs and risks.

Direct Support with guarenteed 24 hour response

Need help? Simple! Reach out to your agent or log a support request and we'll respond within 24 hours!!!

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Ready to start?

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Did you know that the setup of your account simply uses a wizard to get you going in less than 4 minutes? We can even import your existing data from most systems. Register now to get going...

  • Simple, yet effective solutions
  • Great Support
  • New innovation to an old industry
  • Highest Speed
  • Secure environment
  • Full backups
  • Useful and Intuitive Interface

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Price

Our simple pricing model

Registration to the Basic version is completly free. Professional Platinum model pricing is based on number of advisors (as registered with the FSB) and admin staff you have. Your primary advisor gets 2 free admin staff members and every advisor thereafter gets a single admin staff member.


Single - Basic

FREE

Per Month
  • Single advisor
  • 0 admins
  • 0 additional admins
  • 2GB database storage
  • * No availability of additional storage
  • Free data import from most existing systems
  • Full access to all templates
  • Fully customisable
  • 24h email only support
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Professional Platinum

R750

Per Month
  • Per advisor
  • 2 x free admin staff member for primary advisor
  • 1 x free admin staff member for additional adivsors
  • 20GB database storage
  • * R1 per month per additional GB storage
  • Free data import from most existing systems
  • Full access to all templates
  • Fully customisable
  • 24h full response to support
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Looking for something?

Contact us

Contact details

Call us +27 (083) 267-2458
Email us info@praximanage.com
Visit us 7 Moorhen lane
Amber Valley, Howick
South Africa
3290


Your business is about to change!

Are You Ready?

Give us a call or click the 'Ready to start' button below.

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