PaxFamilia is a digital wealth management platform providing advanced solutions and advising tools to advisors who serve clients with substantial wealth. Every day, our team of 20 specialists is committed to offering a secure and easy-to-use platform that aggregates and contextualises all kinds of wealth data, provides state-of-the-art advising tools and offers the possibility to store documents and produce attractive reports. With PaxFamilia, advisors dispose of a structured information base that helps them get a crystal-clear picture of their clients’ wealth situation. As a consequence, PaxFamilia is a great and indispensable software for them to produce accurate and goal-based advice and to become the trusted advisor of their clients.

• Company Overview
• Established 2017
• Email ******@paxfamilia.com
• Websitehttps://www.paxfamilia.com/