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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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