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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 relationship management platform that manages all aspects of a brokerage, from practice management and CRM to compliance and portfolio management.

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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 clients' needs evolve.

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  • Our result

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

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What we do

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 customer relationship 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.

Customisable templates

Adapt standard templates or create your own for consistent client communications and notes.

Direct support with a guaranteed response within 24 hours

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

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Ready to start?

Start your 30-day free trial

Get started with our guided setup and explore the full Praxi Manage package free for 30 days. We can help import your existing data from most systems. A paid plan is required to continue when your trial ends.

  • Simple yet effective solutions
  • Great support
  • Innovation for an established industry
  • High speed
  • Secure environment
  • Full backups
  • Useful and intuitive interface

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The full package

Try the full package free for 30 days

Explore all features with a 30-day free trial, including document management and customisable templates. A paid plan is required to continue after your trial.

30 days free

Then R750 per advisor per month.

  • Full access to all features
  • 2 admin accounts included for the primary advisor
  • 1 admin account included per additional advisor
  • 20 GB of database storage
  • * R1 per month for each additional GB of storage after your trial
  • Free data import from most existing systems
  • Secure document management
  • Customisable templates
  • Full response to support requests within 24 hours
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Looking for something?

Contact us

Contact details

Email us [email protected]
Visit us Howick, KZN, South Africa


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