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
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 ListTechnology
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
