PaxFamilia keeps the needs of financial advisors and their clients at heart.
Born as a solution to real families’ problems, PaxFamilia keeps your clients’ needs at heart. The platform supports you in providing solid advice by keeping a family-oriented focus. Thanks to PaxFamilia, you can give your clients the peace of mind they deserve.
Help your clients to fully understand their wealth and its structure by offering them a global and contextualized overview on all of their assets.
Give your clients continuous access to their wealth data and allow them to consult it wherever they want, whenever they want.
Thanks to PaxFamilia’s digital safe, you can store and share all your clients’ estate-related documents in one secure place.
By giving their relatives and external advisors access to their wealth information, your clients create a network of trusted individuals around their estate.
Discover how we help companies to improve their wealth planning services
Managing their assets was clearly a source of anxiety:
After countless exchanges with these families, we managed to create the solution they needed.
PaxFamilia was born. A platform that greatly facilitated wealth planning thanks to multiple features:
Families recommended our platform to their friends and invited their trusted advisor to access their wealth passport on PaxFamilia.
The financial advisors considered using PaxFamilia as an opportunity to support and expand their own services.
To meet their needs, we developed high-performance advisory tools linked to their clients’ asset information.
This way, PaxFamilia became the indispensable wealth planning tool it is today, both for advisors and their clients.
PaxFamilia is the result of a solid cooperation between its board members and dedicated team.
Behind PaxFamilia is a dynamic team of 21 employees who are committed to delivering the best possible product every day.
With the rapidly developing platform, the team is expanding quickly and specializing even more in all aspects related to wealth planning software.
