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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Abbove

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 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
  • Multi-family offices
  • Asset managers
  • Fiduciaries

Number

  • 900+ advisors
  • 26k+ families (end-users)


Single family offices


  • Multi-family offices
  • Individual wealth owner
  • Banks


  • 145 clients
  • +5000 users

Product
Main tasks

  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning 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