PaxFamilia

Category

Consolidated Reporting

Country

Belgium

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PaxFamilia Guillaume

Guillaume Desclée

Contact Guillaume Desclée

PaxFamilia is a wealth planning platform that helps advisors to serve their clients with a holistic and structured approach to their wealth.

PaxFamilia aggregates the family’s wealth information in one secured platform and contextualizes it by mapping all its civil aspects (matrimonial regime, ownership structures, etc). Linked to this data, the platform provides reporting and estate planning tools, such as a financial and inheritance tax simulator. To not only improve advisor efficiency, but also the client’s experience, PaxFamilia disposes of an intuitive client interface through which the client, his family members or other trusted third parties can access the wealth information and create the global wealth passport together.

What sets PaxFamilia apart?

"We are an all-in-one family-centric platform that covers the entire client journey, from aggregating and contextualising wealth data to producing advice and offering a unique digital client experience."
Guillaume Desclée

Product

Get an overview of what this software does.

Main tasks

  • Consolidated Reporting
  • Data Aggregation
  • Succession Simulator

Top features

  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart reporting tool
  • Third party access

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Insurances
  • Companies
  • Liabilities

Compliance

  • GDPR

Whitelabel

  • Yes

Type Of Software

  • SaaS

Security

  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability tests
  • Third party security assessment reports

Integrations

  • API
  • File integration framework
  • Banking aggregation
  • File upload

Mobile App

  • No

Type of data

  • Holding level

Accuracy

  • ISO 27001 certified 2021
  • CSSF SaaS provider
  • Frequent penetration tests
  • Third party security
  • Assessment reports

Custodians

  • 300+

Multi-currency

  • Multiple base currencies

Cost structure

  • Feature based
  • Seat based

Average cost p.a.

  • €15k

Category

Consolidated Reporting

Country

Belgium

Visit website

Get in touch with PaxFamilia

PaxFamilia Guillaume

Guillaume Desclée

Contact Guillaume Desclée

Key Company Info

Have a look at the company, clients and references to learn whether this is a match for you.

Employees

  • 11-50

Revenue

  • $2 million

Founded

  • 2017

Ownership

  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation

Incorporated

  • Belgium

Locations

  • Brussels

Top 5 Markets

  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco

Total AUM

  • $100 billion+

Focus

  • Multi-family offices

Serves also

  • Single-family offices
  • Banks
  • Insurance brokers
  • Independent financial advisors
  • Registered investment advisors

Number

  • 900 advisors
  • 21k+ families (end-users)

BNP Paribas Fortis
Deloitte
VGD
Van Havermaet
MyFamilyOffice
Pulse Neo Family Office
Baker Tilly

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What PaxFamilia's clients say?

"PaxFamilia is a major innovation in the world of Wealth Management."
Stephane Vermeire, General Manager Private Banking and Wealth Management at BNP Paribas Fortis.

Support & services

Learn what support and services you can expect

Support options

General contact mail or phone
In person on site support
24/7 accessible knowledge base

Pricing of support

Based on SLA
On use basis
Free support

Customisation

User interface
Reports templates
Activated planning tools

Bespoke development

Connections to existing systems

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Simple solutions for complex times.