Who we are

The foundation and principles on which we built Praxi







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!!!

Ready to start?

Join FREE

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

Register now

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

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
Looking for something?

Contact us

Contact details

Call us +27 (012) 882-0806
Email us info@praximanage.com
Visit us 1027 Martha Street
Eldoraigne, Centurion
South Africa
0157


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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