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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

An ERP system designed to support educational institutions globally. It provides seamless access to essential insights that foster collaboration among various departments while enhancing processes and workflows. Empower your organization with a comprehensive ERP solution tailored to tackle the distinctive challenges faced by higher education. You can select from SaaS, private cloud, or on-premise deployment options, aligned with your strategic objectives and requirements. Benefit from extensive expertise in higher education and in-depth product knowledge offered by a single, integrated partner. Enhance your ERP capabilities with our extensibility tools for greater customization. Utilize our Shared Technology Platform to effectively scale your system and manage your institution's diverse systems. Optimize the student journey by overseeing critical information and delivering services that keep students moving forward. Safeguard your most important asset by effectively managing all facets of the employee experience, thereby attracting and retaining top talent. Additionally, a robust ERP can facilitate data-driven decision-making, ensuring your institution remains competitive in an ever-evolving educational landscape.

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

AwardSpring Yes 
CLEAN_Data Yes 
CorralData Yes 
EduTranscript Yes 
Ellucian Yes 
ID123 Yes 
Ikigai Yes 
JAMS Scheduler Yes 
Mazévo Yes 
MeeteR Yes 
NIM Yes 
Pathify Yes 
PinPoint Document Management System Yes 
Quaeris Yes 
Quicklaunch Yes 
Sia Yes 
SubItUp Yes 
WebLOAD Yes 
Wellspring for IP Management Yes 
e2s Connect Yes 

Integrations

AwardSpring No 
CLEAN_Data No 
CorralData No 
EduTranscript No 
Ellucian No 
ID123 No 
Ikigai No 
JAMS Scheduler No 
Mazévo No 
MeeteR No 
NIM No 
Pathify No 
PinPoint Document Management System No 
Quaeris No 
Quicklaunch No 
Sia No 
SubItUp No 
WebLOAD No 
Wellspring for IP Management No 
e2s Connect 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 Yes 
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 No 
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

Ellucian

Founded

1968

Country

United States

Website

www.ellucian.com/solutions/ellucian-banner

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 No 

School Accounting

Accounts Payable No 
Attendance Management No 
Billing & Invoicing No 
Budgeting & Forecasting No 
Class Loading No 
Fixed Asset Management No 
For Private Schools No 
Fund Accounting No 
General Ledger No 
K-12 No 
Payroll Management No 
Purchasing 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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