Praexo Overview

Praexo is a cutting-edge investment management software designed for wealth managers, financial advisors, and investment firms to manage client portfolios efficiently. The platform offers a comprehensive suite of tools for portfolio tracking, asset allocation, risk analysis, and performance reporting, enabling professionals to make informed investment decisions. Praexo’s real-time data feeds provide users with up-to-date market information, while customizable dashboards allow for personalized views of key performance indicators (KPIs). The software supports multiple investment types, including stocks, bonds, mutual funds, and alternative assets, ensuring that users can track diverse portfolios. Praexo also integrates with other financial tools and CRM systems, allowing for seamless client communication and data sharing. With its advanced analytics capabilities, the software helps investors analyze market trends, optimize portfolio performance, and identify potential risks. Praexo is the perfect tool for financial professionals looking to streamline their operations and deliver superior investment services to clients.

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Contact Details

  • Vendor Name Praexo
  • Founded
  • Location France

Support

    NA


Training

  • NA

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Investment Management, Real Estate, Venture Capital

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Praexo Features

  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

Praexo Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Praexo FAQs

Praexo is a cutting-edge investment management software designed for wealth managers, financial advisors, and investment firms to manage client portfolios efficiently. The platform offers a comprehensive suite of tools for portfolio tracking, asset allocation, risk analysis, and performance reporting, enabling professionals to make informed investment decisions. Praexo’s real-time data feeds provide users with up-to-date market information, while customizable dashboards allow for personalized views of key performance indicators (KPIs). The software supports multiple investment types, including stocks, bonds, mutual funds, and alternative assets, ensuring that users can track diverse portfolios. Praexo also integrates with other financial tools and CRM systems, allowing for seamless client communication and data sharing. With its advanced analytics capabilities, the software helps investors analyze market trends, optimize portfolio performance, and identify potential risks. Praexo is the perfect tool for financial professionals looking to streamline their operations and deliver superior investment services to clients.

  • No, Praexo does not offer a free version.

  • Yes, Praexo offers a free trial.

  • No, Credit Card details are not required for the Praexo trial.

  • No, Praexo does not offer an API.

  • Praexo supports the following languages:
    • English

  • Following are the typical users of the Praexo:
    • Self-Employed , Small-Business , Midsize-Business

  • Praexo supports the following deployment:
    • Cloud Hosted

  • Praexo supports the following devices and operating systems:
    • Web-Based