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PaxFamilia

PaxFamilia

Category
Consolidated Reporting
HQ
Belgium

PaxFamilia helps patrimonial advisors to serve their clients with a holistic and structured approach on their global wealth.

PaxFamilia aggregates the family’s global wealth in one secured platform where professionals work and collaborate more efficiently. Their clients then connect to the platform and have access to a clear overview of their wealth.

Key Company Info

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

Company

Facts about the company

Employees

11-50

Revenue

$1M

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
Total AUM

$80B

Avg. AUM per client

$5M

Clients

Facts about the clients

Focus

Multi-Family Offices

Serves also
  • Single-Family Offices
  • Financial advisors
  • Banks
  • Insurance Brokers
  • Financial Planners
  • Fiduciaries
  • Estate Planners
  • Asset Managers
Number

32

References

BNP Paribas Fortis
KPMG
VGD
Van Havermaet
MyFamilyOffice
Family Partners

Request References

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.

Product

Get an overview of what this software does.

The basics

Basics about the product

Main tasks
  • Consolidated Reporting
  • Data Aggregation
  • Succession Simulator
  • Custom Reporting
  • Financial planning tool
  • Digital Vault
Top features
  • Family Structure
  • Asset Inventory
  • Donation Inventory
  • Ownership Framework
  • Digital Vault
  • Financial Planning Tool
  • Succession Simulator
  • 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

Download Detailed Feature List
Technology

Look under the hood

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
Ecosystem

Web

Integrations

None

Mobile App

No

Reporting-specific features

They handle reporting like this

Type of data

Holding level

Accuracy
  • Advisor responsible for manual input data accuracy
  • PF responsible for external providers data accuracy
Custodians

3

Time to new custodian

2 min

Multi-currency

Multiple base currencies

Pricing & Co

Learn about the commercials

Cost structure
  • Feature based
  • Seat based
Average cost p.a.
  • Average SFO: 6k€-10k€
  • Average other: 12k€-36k€

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone, In person on site support

Pricing of support

Based on SLA, On use basis, Free support

Onboarding

2 days of training with PaxFamilia's staff

Customisation

User interface, Reports templates

Bespoke development

Connections to existing systems

Added services

Data entry and software development

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