Serve your clients with a global and structured approach on their wealth.Download a case study
Prepare your organization’s future by offering new global advisory services to your clients.Find out more
Get a complete understanding of your clients' total financial picture and objectives to offer them the best solution.Find out more
Understand your clients global financial picture to offer the solution that matches their objectives.Find out more
Formulate thorough advice based on the results of detailed planning tools.Find out more
Guide your clients more accurately than ever by basing your advice on reliable and up-to-date data derived from a consistent information base.Find out more
Create tangible value for your clients by providing them with a white-label and turnkey wealth management interface.Find out more
Increase work efficiency and advice quality by connecting performant wealth planning and reporting tools to your clients' wealth information.
PaxFamilia is fully compliant with the CSSF Cloud Computing Circular. Get in touch with us to receive all the required documentation prepared by our legal team with the help of a specialised CSSF consultant.
PaxFamilia allows you to register and monitor every type of asset, from real estate, companies and bank accounts to investments, life insurances and debts.
Yes, PaxFamilia's API allows you to build powerful integrations between the platform and your own tools. This way you can collect all necessary data in one place and easily get an overall picture of your clients' financial situation.
In less than 24 hours you can use PaxFamilia with its functions and tools as it's meant to be. All you have to do is complete your client's wealth information and you're good to go!
families in Europe use PaxFamilia through their advisors to access, monitor and plan their wealth.
professionals offer their clients wealth planning assistance and advice through PaxFamilia.
financial institutions are connected to PaxFamilia in order to easily integrate wealth data.
Thanks to PaxFamilia, we can put wealth management assistance for our clients at the heart of our offer.
By using PaxFamilia, I obtained a global overview of my assets and got an idea of the value and costs of my inheritance. Thanks to this, I felt prepared to organise my financial future properly.