Empower Your Financial Operations
with the first Swiss AI‑enabled suite for family offices and fiduciary firms. Start your journey into data‑driven wealth and fiduciary management.
Our innovative AI software for family offices and fiduciary firms helps you consistently pursue your clients’ objectives. Gain time and confidence while delivering future‑proof services. Discover our customised, advanced platform, developed specifically for family offices and fiduciaries of every size.
The Formula of Success?
It Is Called EFFE
Our mission: to support your family office or fiduciary organisation with comprehensive ERP, CRM, DMS and portfolio‑management capabilities. We believe that change is data‑driven. With our AI‑powered platform, we offer you the solution to harness this transformation – revolutionise the future of your practice.
Single‑Family Offices and Boutique Fiduciaries Dream Big
Large Multi‑Client Offices Do the Same
That’s why we offer our EFFE suite specifically for organisations ready for change. With EFFE, you transform your operations, streamline workflows and prepare yourself for the challenges of an increasingly fast‑paced financial world.
Single-Family
Offices
Managing a single family office is demanding. EFFE automates data aggregation, anomaly detection and administrative tasks so you can focus on your core business: keep the estate under control and the owner always updated.
Multisite-Family
Offices
Is your multisite, multilingual family office in need of streamlined services? Look no further than EFFE, the AI‑driven platform designed specifically for wealth professionals. EFFE offers the necessary tools to deliver services efficiently and accurately across high level complexity enviroment.
Fiduciaries
All Sizes
Are you a fiduciary firm striving towards big goals? EFFE provides you with the sophisticated tools of a large organisation to expedite and streamline client services and customer portfolio management.
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 ERP and DMS Solution for Family Offices and Fiduciaries
As a holistic all‑in‑one solution for the wealth and fiduciary sector, EFFE includes all functions needed for modern operations: from contact and document management to portfolio analytics and customer relationship management (CRM) to native Microsoft Cloud‑based enterprise resource planning (ERP). Discover the full range of functions here and explore the EFFE product suite.
Consulting
Dedicated to
Fiduciaries
Premium
Dedicated to
Single and Multi- Family Offices
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