The efficiency of wealth management

Be more efficient in your work and offer a new experience to your clients.

Demonstration

What PaxFamilia's Efficience ®program brings.

 

More efficiency for the advisor

Efficience®assists wealth management advisors to carry out their work. The tool offers concrete solutions to optimise working time and to help professionals give better advice.

Features you should know

Automated encoding
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Wealth analysis
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Customised reports
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Planning tools
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Access management
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Interaction with the client
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Management dashboards
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A better client experience

Efficience® offers clients an improved wealth management service provided by the adviser. The adviser will therefore be able to respond better to their expectations.

Understandable information
Convenience and accessibility
Peace of mind
Family peace
Interested?

Ask for a demo!

Demonstration