EFFE Premium

EFFE Premium includes a dedicated advanced reporting section that allow you to track assets, liabilities, fees and performance across all your accounts. Automate anomaly detection allow data managers to ensure the highest level of data quality, that will feed your interactive dashboards.

EFFE Premium offer direct automatic connection with over hundreds financial institutions. Trough this connection you can automatically download trade and balance every single day. Once connected, the platform retrieves transactions and end-of-day balances on a scheduled basis, so your records stay current without manual exports or spreadsheets.

Incoming data is automatically normalized, de-duplicated, and enriched with standardized labels, account metadata, and currency information. The feed performs reconciliation checks to ensure that movements, cash positions, and holdings align, flagging any discrepancies in a review queue for quick resolution. Administrators can set alerts for missing statements or failed connections, and the system will retry with back-off logic to maintain continuity.

EFFE Premium integrates with leading market-data providers to keep asset prices, FX rates, and reference data continuously up to date. The platform fetches end-of-day pricing for a wide range of instruments, including equities, funds/ETFs, fixed income, and derivatives. Data is harmonized across sources, so identifiers (ISIN, ticker, MIC, etc.) resolve cleanly and can be used consistently throughout your portfolios.

Price updates flow directly into the valuation engine: NAVs, mark-to-market figures and performance metrics are refreshed automatically. Corporate actions (such as splits and dividends) can be reflected in the historical time series to preserve continuity and comparability. When a primary source is unavailable, the system can fall back to alternates and flag exceptions for review, reducing operational risk.

The result is a single, reliable stream of market data feeding your analysis, dashboards, and client reports—so estate and portfolio valuations remain accurate, auditable, and aligned with current market conditions.

Access to the EFFE Premium is independent of location and device. Access your wealth management platform at any time, share documents with providers or fellow professionals and track version history. Assign granular access rights to provide read‑only or write‑only permissions as needed.

EFFE’s document management allows you to download documents, edit them offline and upload them again.

For maximum security, EFFE Premium features multi‑factor authentication. Users must complete a multi‑stage process to access sensitive financial data.

XXXX

With EFFE Premium you are always up to date – we deliver regular updates with new functionality and enhanced security, in order to let you benefit from the contiuons developments of the AI world.

EFFE allows you to easily share and collaborate on documents with clients or team members. Access rights can be set individually for each document or folder.

EFFE allows you to easily share and collaborate on documents with clients or team members. Access rights can be set individually for each document or folder.