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Bring your advice to the next level

PaxFamilia is a wealth planning platform offering you all tools and integrations you need.

An interface for all patrimonial needs

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.

Turnkey Client Interface

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.

Wealth Structure Visualization

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.

Inheritance Tax Planning

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 intuitive and elegant client reports based on the most recent wealth data. Share them in a few clicks with your clients and their relatives.

Connected with the whole wealth management ecosystem

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.


Financial institutions

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.


Local databases and tools

Leverage the PaxFamilia API and data management tools to build robust integrations between PaxFamilia and your own systems.

How does PaxFamilia connect to this universe?

PaxFamilia API

Integrate all your information systems, tools and databases into PaxFamilia with our PaxFamilia API.

File Integration Framework

With our custom built integrations, we connect your systems to PaxFamilia and ensure an automated update of your client's data

File import & export

Import and export external Excel files from and to PaxFamilia to update your clients’ data automatically

Product page / integrations

Account aggregation

Allow your clients to connect with their financial institutions and access real-time data at all times.

Already hundreds of advisors are innovating
BNP Paribas

PaxFamilia is secured by design

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.

Data encryption

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.

Two-factor authentification

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.

Activity log

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.

Account Service Provider (AISP)

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.

Frequent penetration tests

We are routinely tested for any compromises our platform may have. After translating the tests into reports, we immediately adjust our security policy.

Regular Back-ups

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.

GDPR Compliance

Not only do we comply with the regulatory GDPR requirements, we also developed a well functioning information security management system (ISMS).

On the road to ISO 27001

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.

SLA and Business Continuty

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.