Our Products
EFFE Consulting
Management Software for Fiduciary Professionals
EFFE Consulting is a cutting‑edge, AI‑powered and Cloud‑based ERP designed specifically for the needs of modern fiduciary firms. The solution integrates ERP, DMS and CRM systems along with powerful lead and opportunity management. Thanks to artificial intelligence and automated processes, you save valuable time to use for your core business. Customisation of standard features is available with the EFFE Consulting license.
Consulting
Dedicated to
Fiduciaries
Comprehensive Range of Functions with EFFE Consulting
The fiduciary software EFFE Consulting provides you with an AI‑supported ERP solution specifically customized for fiduciary firms. With the EFFE Consulting solution you also gain access to further functions that make everyday fiduciary work more convenient and efficient:
Unlimited Updates
Our software specialists continuously work on new functions and processes to support your daily fiduciary activities. As an EFFE Consulting user you receive access to all new features and benefit from unlimited software updates.
Multilingual
Combine system and document languages – English, German, French and Italian – and meet your clients at eye level.
MS Teams Integration
Integration of Microsoft Teams into the EFFE platform allows you to access your Teams channels directly from EFFE. Schedule and participate in online meetings, working more efficiently with clients and partners.
Lead and Opportunity Management
With EFFE Consulting you always keep an eye on your leads and opportunities. Classify contacts and gain an overview of current qualifications at all times. Create customised reports for effective lead and opportunity management.
Online Trainings
As an EFFE Consulting client you benefit from training sessions each year. Our specialists train your staff on existing and new EFFE functions and can address individual needs on request.
Automatic Time Recording
EFFE Consulting’s integrated time recording automatically captures activities such as meetings or calls and generates activity reports after completion, so you always know where resources are used.
Long-term Secure Document Storage
EFFE Consulting includes secure long‑term document storage based on blockchain technology. Store sensitive documents in a future‑proof structure; hashes ensure integrity while originals remain encrypted within EFFE.
Customization
With the EFFE Consulting license, you can have standard functions adapted to your specific needs so that EFFE integrates optimally into your fiduciary processes.
EFFE Consulting
With EFFE Consulting you get a comprehensive, integrated (ERP, DMS, CRM and opportunity management) Cloud‑based platform with all the features a modern fiduciary firm needs. With artificial intelligence and automated processes you save valuable time for bespoke advisory work. You also get access to the latest developments and have maximum flexibility in using EFFE.
Do you have any questions?
Contact us for a demo of EFFE Consulting