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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Accounting has transformed to become more accessible and tailored to your needs online! Discover how Conube can streamline your daily tasks. With our digital accounting platform, you can efficiently automate your business’s accounting, tax, and financial processes. You can receive personalized assistance through your preferred communication channel. Our dedicated customer support team is here to address your questions from Monday to Friday. Setting up your company with Conube is both quick and straightforward. We specialize in launching service-oriented businesses and have designed our step-by-step process to minimize time and reduce bureaucratic hurdles for our clients. To get started, we want to learn about your future business! By registering, you will gain access to tools that help identify the optimal business structure for you. After signing up on our platform, you can select the best format for your company with guidance from our consultants. Once you've determined the ideal structure, simply pay the required fees and create a plan. The best part? Establishing your company is completely free when you choose Conube! Additionally, our user-friendly interface ensures a seamless experience from start to finish.

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

No details available.

Integrations

No details available.

Pricing Details

$15.72
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 No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Conube

Founded

2014

Country

Brazil

Website

www.conube.com.br/

Vendor Details

Company Name

Praxi Manage

Founded

2017

Country

South Africa

Website

praximanage.com

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 No 
Revenue Recognition No 
Risk Management No 
Tax Management Yes 

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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