Empower Your Financial Operations
with the first Swiss AI-enabled suite for financial and fiduciary organisations. Start your journey into data-driven wealth, investment and mandate management.
Our innovative AI-powered platform supports financial, fiduciary and advisory organisations in consistently achieving their clients’ objectives. Gain time, clarity and confidence while delivering future-ready services. Discover our modular, advanced solution suite — designed for family offices, fiduciaries, financial institutions and professional advisors of every size.
The Formula of Success?
It Is Called EFFE
Our mission: to empower financial, fiduciary and advisory organisations with comprehensive ERP, CRM, DMS and portfolio-management capabilities. We believe that meaningful transformation starts with data. With our AI-powered, modular platform, we give you the tools to harness this shift — and redefine the future of your organisation.
For Boutique Firms and Global Institutions Alike
EFFE Amplifies What Your Team Can Achieve
EFFE is built for organisations that want to elevate the way they manage data, portfolios and client mandates. Whether you serve a single family, dozens of clients or an entire institutional network, EFFE transforms your operations into a modern, intelligent and scalable digital experience.
Wealth & Investment Organisations
Ideal for family offices, foundations, investment funds, asset managers, banks and financial institutions that need consolidated data acquisition, reconciliation, valuation and advanced portfolio reporting. EFFE Premium provides the intelligence layer for complex, multi-entity wealth management.
Fiduciary, Tax & Corporate Advisory Firms
Designed for fiduciaries, trust companies, tax advisors, corporate service providers and governance professionals who need powerful tools for managing mandates, documents, workflows, time tracking and client relationships — all within a secure, compliant environment.
Corporate
Finance &
Treasury Teams
Corporate treasury teams, CFO offices and finance departments rely on EFFE to centralise financial data, streamline cash and liquidity management, and maintain full oversight of complex structures. With its modular design, EFFE enhances operational efficiency, supports compliance and enables clear, data-driven decision-making.
Your Ally in the Firm Management
Family‑office and fiduciary management on the go, centralized contact management, generation of documents, timesheets and invoices, integrated calendars for appointment management and precise analyses of all portfolios: the EFFE platform offers all this to your organisation, together with efficient support and numerous other benefits.
AI Technology
While AI takes care of data collection, anomaly detection, reconciliation, and other routine tasks, you can focus on strategic investment decisions and client relationships.
Security for Sensitive Files
EFFE provides top‑notch capabilities for safeguarding sensitive financial and client data, including Swiss‑hosted data storage, encryption, and granular access control, ensuring secure collaboration and compliance across your organisation.
Microsoft Cloud Connection
Microsoft Cloud ConnectionAlways have your office with you: manage portfolios, contacts and documents on the go and access your data completely independent of location and device.
More Efficient Workflow
More Efficient WorkflowWith the EFFE suite you automate daily workflows, from data updates to reporting, relieving your team of time‑consuming but necessary tasks.
Meet the Team
Our Expertise? The Result of Great Teamwork!
We are experienced specialists who combine expertise in finance with know-how around Artificial Intelligence. But above all, we are an association of visionaries who understand the individual needs of our customers and offer exclusive solutions to achieve ambitious goals.
“It’s not just about growing businesses, it’s about completely transforming people’s lives. We want to give them more flexibility and time to achieve their goals.”
Fulvio Pennacchio
Sales Director
Alessandro Maserati
Head of EFFE
Clement Quessette
Sales Director
Alessandro Maserati
Head of EFFE
Clement Quessette
Sales Director
Fulvio Pennacchio
Sales Director
EFFE & Logol
Together We Stand for Innovative AI and Wealth‑Management Solutions
Accompanying organisations on the path to advanced digital transformation, this mission drove Logol and our team to bring EFFE to the market. Our platform is precisely tailored to the needs of family offices and fiduciary firms. EFFE & Logol: this partnership shapes visions for the future and offers our customers far‑reaching benefits.
Security
SecurityProtect your firm’s data and your clients’ sensitive information with industry leading security.
24/7 Support
24/7 SupportRely on an exclusive customer service that gives everything to optimise your work processes and meet your demands.
More than 200 Integrations
More than 200 IntegrationsAccess EFFE and use the extensive portfolio to easily connect, extend and synchronise your tools.
EFFE – The AI-Enabled Platform for Data, Portfolio and Operational Management
As a modular, all-in-one platform for the financial and fiduciary industry, EFFE brings together everything required for modern, data-driven operations. From portfolio intelligence and consolidated data acquisition to mandate workflows, document management, CRM and Microsoft Cloud-based ERP capabilities, each module can be activated independently or combined into a unified digital environment. Explore the complete EFFE suite and discover how every component works together to power seamless, intelligent and scalable operations across your organisation.
Consulting
Dedicated to
Fiduciary, Tax & Corporate Advisory
Premium
Dedicated to
Wealth, Investment & Financial Organisations
Are You Ready for Progress?
Switching from your previous software to EFFE is as easy as can be. Use the advantages of our financial software to noticeably simplify your life, that of your clients and your business partners.
EFFE Sustainability
At EFFE, we’re committed to driving positive change in the legal industry by providing a cutting-edge, sustainable solution that empowers family offices and fiduciaries to operate more efficiently while reducing their environmental impact. Our advanced platform has demonstrated key performance indicators (KPIs) such as:
100%
reduction in
on-premise server usage
60%
reduction in average commuting emissions
1.1 metric tons
of annual carbon emissions reduction per user
1 tree planted
for every EFFE license activated