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Wealth planning platform

PaxFamilia helps financial advisors to connect families with their wealth and the entire wealth management ecosystem of tools and data sources.

Distributed to 20K+ families by 900+ advisors
Already hundreds of advisors are innovating
Bakertilly
Deloitte
Titeca
Quaestor
VGD
BNP Paribas
KPMG

A solution for every financial advisor

Family office

Provide your clients with a turnkey digital family office service and gain in business efficiency.

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Up-to-date and reliable data
24/7 accessible client interface
Interactive structure diagrams
Cashflow projections and financial scenarios

Private bank

Serve your clients with a global and structured approach on their wealth.

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Get an integrated solution
Detect beneficial opportunities
Offer a digital client experience
Ensure advice accuracy and work efficiency

Accounting firm

Prepare your organization’s future by offering new global advisory services to your clients.

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Digital document safe
24/7 accessible client interface
User-friendly estate planning tools
Custom client reports

Asset manager

Get a complete understanding of your clients' total financial picture and objectives to offer them the  best solution.

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Aggregate your client’s global wealth
Connect with your portfolio Management System
Monitor financial objectives
Create custom client reports

Life insurance broker

Understand your clients global financial picture to offer the solution that matches their objectives.

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Reliable and scalable client data
Monitoring of financial objectives
Integrated estate planning tools
Custom client reports

Tax specialist

Formulate thorough advice based on the results of detailed planning tools.

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Inheritance tax calculation
Donation inventory and balancing tool
In-depth financial simulations
Custom client reports

Why PaxFamilia?

Centralised Data Management

Guide your clients more accurately than ever by basing your advice on reliable and up-to-date data derived from a consistent information base.

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Intuitive Client Interface

Create tangible value for your clients by providing them with a white-label and turnkey wealth management interface.

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Powerful Wealth Planning Tools

Increase work efficiency and advice quality by connecting performant wealth planning and reporting tools to your clients' wealth information.

Evolution of cash flows & wealth evolution

Questions about PaxFamilia

Can PaxFamilia be contracted in Luxemburg?
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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.

Which assets does PaxFamilia support?
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PaxFamilia allows you to register and monitor every type of asset, from real estate, companies and bank accounts to investments, life insurances and debts.

Can I connect PaxFamilia to my own data and tools?
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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.

How long does it take before I can use PaxFamilia?
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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!

Still not convinced?

20K

families in Europe use PaxFamilia through their advisors to access, monitor and plan their wealth.

905

professionals offer their clients wealth planning assistance and advice through PaxFamilia.

300

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.