Learning
Become a Certified Expert for EFFE Financial Software Now
Become a certified expert for EFFE and master our wealth and opportunity platform through a clear, structured training journey that combines essential concepts with hands-on practice on real portfolios, data flows and reporting scenarios. With the user-friendly EFFE training paths, you can grow into the super user of your family office or fiduciary company, design and govern data-driven processes, and even advise other organisations on how to adopt and scale the EFFE platform in a controlled and professional way.
EFFE Premium
The EFFE Premium Training is designed for investment professionals, family offices, foundations, banks and financial institutions that manage diversified portfolios and require a consolidated view of wealth across multiple sources. Throughout the course, participants learn how to use EFFE Premium to aggregate data from various banks, custodians and internal systems, monitor all asset classes — including listed securities, private equity, real estate, strategic participations and liabilities — and transform this information into clear, actionable, client-ready reports.
The programme covers the full wealth aggregation process, the setup of estate and portfolio architectures, and the use of multi-dimensional portfolio views by asset class, strategy, counterpart, exposure type and investment vehicle. Participants also explore the continuous monitoring of performance, risk and cash flows across complex structures and multi-entity environments.
The training introduces all standard dashboards, such as Wealth Evolution, Return, Asset Allocation, Counterparts and Architecture, and demonstrates how to conduct drill-down analysis on equities, bonds, private assets, real estate and other holdings. Throughout the day, participants practice how to collaborate effectively with relationship managers, governance bodies, investment committees and end-clients, ensuring that EFFE becomes a central tool for transparency, analysis and informed decision-making across the entire investment ecosystem.
EFFE Accounting
The EFFE Accounting Training provides a complete introduction to the operational and functional capabilities of EFFE’s accounting module, guiding participants through the full workflow of client bookkeeping within the platform. The program focuses on practical, day-to-day accounting tasks, showing users how to record and manage transactions, maintain client ledgers, prepare periodic closings, and generate accurate financial statements with a consistent and structured approach.
During the training, participants learn how to use EFFE’s AI-powered features for importing financial data, automatically recognizing entries, and reconciling bank movements with client accounts, significantly reducing manual work and improving data quality. The course covers the management of accounts, cost centers, VAT handling, recurring postings, and payroll-related accounting flows, ensuring that users can oversee all aspects of client financial administration from a single system.
A key part of the training is understanding how EFFE coordinates accounting activities within broader client mandates, enabling smooth collaboration between bookkeeping, payroll, compliance, and document management teams. By the end of the course, participants are equipped to use EFFE as a central accounting hub, capable of delivering clean, reconciled, and audit-ready financial data with full transparency and traceability across all client engagements.
EFFE Consulting
The EFFE Consulting Training introduces users to the full set of tools designed to manage and deliver professional advisory services across client mandates. The course provides a complete walkthrough of how EFFE supports consultants, fiduciaries, and tax advisors in organizing and executing their daily work in a structured, transparent, and fully traceable way. Participants learn how to create and manage client mandates, define the scope of work, assign responsibilities, and monitor progress across all ongoing engagements.
A key focus of the training is the management of activities and services delivered to clients. Users explore how to record time spent on tasks with precise tracking tools, how to handle engagements billed at fixed fees or on a time-and-materials basis, and how to manage recurring services with automated reminders and scheduled workflows. The program also covers deadline and obligation management, allowing participants to keep every client’s compliance requirements, tax deadlines, and recurring obligations under control through centralized dashboards and smart notifications.
The training further guides users through EFFE’s integrated communication and documentation features. Participants learn how to register and manage client correspondence, produce structured documents directly within EFFE, and archive all outputs in the secure DMS with full versioning and audit trails. By combining mandate tracking, activity management, correspondence, document production, and automated administrative workflows, EFFE Consulting becomes the operational hub for delivering consistent, compliant, and high-quality advisory services.
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