PaxFamilia is a wealth management platform offering you all integrations and wealth planning services you need. Each product in the platform is powerful alone, but the real magic happens when you use them together.
Your clients can access and monitor their assets 24/7.
- Family structure
- Asset inventory
- Donation inventory
- Digital document vault
Make the most complex wealth structures understandable through clear visualisations.
- Clear ownership framework
- Interactive structure diagrams
- Look-through approach
Generate and customise in no-time complete patrimonial reports.
- Template design
- Tables and charts library
- PDF export
Create realistic financial simulations to predict and guide your client's financial future.
- Make cash flow projections
- Monitor your client's wealth evolution
- Evaluate financial objectives
Plan and organise your client's inheritance through detailed simulations.
- Organise your client's inheritance
- Reduce inheritance taxes
- Add bequests
Monitor your client's objectives and create concrete financial plans to reach their goals.
- Monitor the objectives' evolution
- Create and share objective templates
Using an efficient information base