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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Maintain oversight of essential processes vital for effective financial management. Regardless of whether your institution consists of a single campus or spans across a hundred, this comprehensive program integrates finance and human capital management within a single solution, allowing you to concentrate on your learners. You will never have to question the necessity of an upgrade, as our solution is powered by a cutting-edge finance platform developed by Microsoft and tailored for the higher education sector by Anthology. The deeper your understanding, the more effectively you can assist. Accumulate comprehensive institutional knowledge about a constituent to guide your action plans and address their requirements promptly. Ensure your team operates efficiently and remains focused by utilizing robust campus system integrations that facilitate seamless operations and provide real-time data analysis. Enhanced visibility into your data will empower you to equip your most valuable assets—faculty, staff, and administrators—with the necessary resources to optimize functions across HR, payroll, talent acquisition, and beyond, ultimately fostering a more productive educational environment. Additionally, this unified approach not only streamlines operations but also enhances collaboration across departments, leading to better overall outcomes for your institution.

Description

Praxi is a comprehensive Financial Advisory platform that manages all facets of your brokerage operations. It features an integrated Client Relations Management system, allowing you to efficiently monitor and engage with your growing client base. Additionally, Praxi offers workflow management for tasks and actions, along with tracking and evaluation tools. Compliance management is another key feature, ensuring that you stay aligned with regulations. You can always access your documents securely stored online, providing peace of mind. The needs analysis tool enables you to swiftly evaluate your clients' insurance and investment requirements and assess associated risks. If you find yourself in need of assistance, simply contact your agent or submit a support request, and we guarantee a response within 24 hours! While the Praxi Manage solution is exceptional and encompasses numerous features beyond what we've highlighted, we wanted to draw attention to a few key aspects. One impressive facet is that setting up your account is a breeze, facilitated by a wizard that gets you started in under four minutes. Moreover, we can seamlessly transfer your existing data from most systems, ensuring a smooth transition to our platform. You’ll find that Praxi not only streamlines your operations but also enhances your overall client service experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ACI Case Manager Yes 
Microsoft 365 Yes 
NIM Yes 
TouchNet Payment Systems Yes 

Integrations

ACI Case Manager No 
Microsoft 365 No 
NIM No 
TouchNet Payment Systems No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50 per user, per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Anthology

Founded

2020

Country

United States

Website

www.anthology.com/solutions/enterprise-applications/finance-and-hcm

Vendor Details

Company Name

Praxi Manage

Founded

2017

Country

South Africa

Website

praximanage.com

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Human Resources

360 Degree Feedback No 
Applicant Tracking No 
Attendance Management No 
Benefits Management No 
Career Development Planning No 
Compensation Management No 
Compliance Management No 
Employee Database No 
Employee Lifecycle Management No 
Onboarding No 
Payroll Management No 
Performance Management No 
Recruiting Management No 
Self Service Portal No 
Succession Planning No 
Time & Attendance Management No 
Time Off Management No 
Timesheets No 
Training Management No 

Product Features

Financial Management

Budgeting & Forecasting Yes 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management No 
Project Management Yes 
Revenue Recognition No 
Risk Management Yes 
Tax Management No 

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