PaxFamilia is a wealth planning platform offering you all tools and integrations you need.
PaxFamilia is a tailor-made platform, fully customisable to your own needs. Each tool is powerful alone, but the real magic happens when you use them together.
Bring your clients and their families peace of mind by offering them 24/7 access to their global wealth information and balance sheet via your own white-label client environment.
Simplify complex wealth structures with automatic diagrams and graphics to make them easily understandable for you and your clients.
Monitor your clients' financial objectives and create concrete plans to reach their desired goals.
Generate predictive financial simulations to guide your clients' financial future. Make cash flow projections, monitor wealth evolutions and draw up solid financial plans.
Plan and organize your clients' inheritance through detailed simulations based on data from their balance-sheet. No more data encoding, only building scenarios and producing advice.
Instantly generate the most intuitive and elegant client reports based on the most recent wealth data. Share them in a few clicks with your clients and their relatives.
By connecting with multiple internal and external data sources, PaxFamilia is able to collect all your client's wealth data that's necessary to create a consistent and evolutive patrimonial picture.
PaxFamilia can be connected to over 300 financial institutions to facilitate the implementation in the platform of your client’s wealth data stored in their databases.
PaxFamilia connects to both private and public databases such as OpenCorporates to help you integrate efficiently all asset-related data of your clients.
Leverage the PaxFamilia API and data management tools to build robust integrations between PaxFamilia and your own systems.
PaxFamilia allows you to import and export external Excel files to make sure you always dispose of the most up-to-date client data.
PaxFamilia disposes of full API documentation to integrate data from all your information systems, advising tools and databases into PaxFamilia.
By storing your client’s wealth data on PaxFamilia, both you and your client can rest assured. PaxFamilia meets the highest security and confidentiality standards of the banking industry.
The data on PaxFamilia is always encrypted, both during data transfer and at rest. Only the strictly necessary and authorised user will get access to the data.
Via our two-factor authentication system at login, we prevent identity theft. No one can impersonate you or your client and thus gain access to confidential data.
We are convinced that transparency is an essential building block for a relationship of trust between you and your client. This is why PaxFamilia includes an unforgeable activity log that records all the performed actions.
We are AISP-licensed. This means you can connect PaxFamilia to your trusted banking services. The license also demonstrates the trust even the highest authorities have in our security.
We are routinely tested for any compromises our platform may have. After translating the tests into reports, we immediately adjust our security policy.
We are hosted on AWS (Amazon Web Services), one of the most secure cloud providers in Europe. AWS conducts and encrypts our back-ups while using the latest techniques to ensure your data is secure at all times.
Not only do we comply with the regulatory GDPR requirements, we also developed a well functioning information security management system (ISMS).
We are even taking it one step further. In 2021, we want to give you the peace of mind you and your clients deserve by becoming ISO27001 certified.
Our policies are designed to ensure that, whatever happens, your data is always safe on PaxFamilia. Responsibilities within our company are clearly defined and our DPO will always answer any security questions you may have.