PaxFamilia vs Trusted Family Comparison

You are looking for alternatives to PaxFamilia. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys
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PaxFamilia

PaxFamilia

Category
Consolidated Reporting

Belgium's PaxFamilia helps patrimonial advisors to serve their clients with a holistic and structured approach to their global wealth through their platform. By facilitating the aggregation of the family office's global wealth in one secured platform, professionals can work and collaborate more efficiently.

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Trusted Family

Trusted Family

Category
Governance

Belgium's Trusted Family platform serves global family businesses with a single, secure and centralized governance platform, enabling directors, shareholders and family members to connect anytime, anywhere. Founded by two next-generation entrepreneurs from European business families, the company leverages a decade of industry expertise

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Company
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+
Avg. AUM per client

-


11-50


-


2007


  • Owned by management
  • Clients are also owners

Belgium


  • Brussels
  • London
  • New York

  • United States of America
  • United Kingdom
  • France
  • Belgium
  • Switzerland

-


-

Client
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)

Single-Family Offices


  • Single-Family Offices
  • Multi-Family Offices
  • Individual Wealth Owner
  • Banks

  • 145 clients
  • +5000 users
Product
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

  • Governance
  • Stakeholder Communication & Collaboration
  • Document Management
  • Board Management

  • Meetings & Events Management
  • Document Management
  • Electronic Signatures & Workflows
  • Secure Communication & Collaboration
  • Audit Trails & Analytics

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

GDPR


Yes

Technology
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

-

Integrations

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

  • No

SaaS


  • 24×7 monitoring
  • Denial of Service protection
  • Web Application Firewalls
  • Virus and Malware scanning
  • Automated Patch Management
  • Data Encryption at Rest
  • Cloud based redundancy including backups
  • Strictly controlled access protocols
  • 24×7 surveillance and monitoring
  • Two-factor authentication requirements

Custom-built


  • Google
  • Calendar
  • Outlook
  • Calendar
  • Apple Calendar

Yes

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