Frequently Asked Questions
About EFFE
Here you will find the most frequently asked questions about the functions of our software solution. If you can’t find the right answer here, please feel free to contact us at any time.
FAQ
What is EFFE and who is it designed for?
EFFE is an AI-enabled platform built for wealth managers, fiduciary firms, financial institutions, family offices, corporate finance teams and advisory organisations. Its modular structure allows each organisation to activate only the components they need.
What are the main differences between EFFE Premium and EFFE Consulting?
EFFE Premium focuses on data acquisition, reconciliation, portfolio valuation and reporting, while EFFE Consulting supports fiduciary and advisory operations such as mandate management, workflows, CRM, document management, time tracking and Microsoft Cloud–based ERP.
Can I use EFFE even if my organisation has both wealth management and fiduciary operations?
Yes. The modularity of EFFE allows you to combine Premium and Consulting capabilities seamlessly into one unified environment.
How does EFFE aggregate data from banks and custodians?
EFFE connects via automated feeds to multiple institutions, retrieving transaction data, positions, valuations, FX rates and instrument details. The platform harmonises all data to ensure consistent identifiers and clean reporting.
Does EFFE support multi-entity and multi-currency portfolios?
Absolutely. EFFE Premium is built for complex structures, including multiple families, funds, entities, regions and currencies.
6. How does po
How does portfolio reporting work in EFFE Premium?
The system provides interactive dashboards, allocation views, performance analytics, risk indicators, liquidity insights and drill-down capabilities across all asset classes.
Does the platform help detect inconsistencies in my financial data?
Yes. EFFE Premium includes advanced anomaly detection to identify missing data, pricing issues, duplicated entries, inconsistent valuations and unexpected portfolio movements.
What fiduciary and advisory workflows can EFFE manage?
Mandates, client onboarding, KYC/AML documentation, time tracking, task management, recurring services, deadlines and correspondence.
Does EFFE include a CRM system?
Yes. EFFE Consulting includes a CRM for managing relationships, interactions, reminders, tasks and client history across mandates.
Does EFFE integrate with Microsoft Office tools?
Yes. EFFE offers native integration with Word, Outlook and Teams, enabling document automation, structured filing, email archiving and collaboration.
Can I automate document filing and document lifecycle management?
Yes. EFFE uses Microsoft SharePoint as a secure DMS with automated routing, tagging, versioning and audit trails.
How does EFFE use artificial intelligence?
AI enhances transaction recognition, reconciliation, document summarisation, email analysis, anomaly detection, automated reminders and smart insights.
. Does EFFE create AI-generated reports or summaries?
Yes. Portfolio summaries, mandate overviews, document excerpts and automated insights can all be generated using AI.
Can AI agents notify me of market movements or portfolio changes?
Yes. EFFE offers proactive monitoring tools that alert users to significant changes, exposures, liquidity shifts or market news relevant to their portfolios.
Is EFFE secure?
EFFE is built on Microsoft Cloud infrastructure, benefiting from enterprise-grade security, continuous threat monitoring, encryption at rest and in transit, and global compliance standards.
Does EFFE comply with regulatory requirements?
Yes. Audit trails, permission controls, document versioning, and data governance features support compliance with fiduciary, financial and corporate regulations.
Can I work on EFFE from multiple locations or devices?
Yes. EFFE is cloud-based and accessible securely from anywhere, with full device independence.
Is EFFE a modular platform?
Yes. Organisations can activate modules individually — e.g., CRM, DMS, ERP, data aggregation, reporting — and expand over time.
Can EFFE be customised for our organisation’s workflows?
Yes. EFFE Premium and Consulting allow process customisation, tailored dashboards and user-specific configurations.
Can small organisations use EFFE?
Absolutely. EFFE is designed for boutique firms, mid-sized organisations and large institutions alike — you only activate the features you need.
Is training included with EFFE?
Yes. EFFE offers structured training and certification programmes for both Premium and Consulting to ensure fast adoption and professional-level expertise.
How long does onboarding take?
Onboarding time depends on complexity, but the modular SaaS nature of EFFE allows rapid configuration and smooth data migration.
Do you offer ongoing support?
Yes. EFFE provides continuous support, regular updates and new AI-driven features to keep your organisation at the cutting edge.
Do you have any questions?
Contact us for further info and support.