Overview
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, Tax Advisors, Trust Companies, Financial Consultants
Premium
Dedicated to
Single- and Multi-Family Offices, Foundations, Investment Funds
Cloud-based Financial Solution with Microsoft Connection
EFFE is seamlessly connected to the world’s largest Cloud platform from Microsoft. This unique infrastructure allows users to work together efficiently and purposefully and with the highest security standards. The Microsoft platform is under continuous development, which means that users are always up to date with the latest technology.
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The Advantages of the EFFE Platform
With EFFE you benefit from numerous advantages.
The most important advantagesat a glance:
EFFE Dashboards
Leverage state‑of‑the‑art business intelligence and anomaly‑detection data for informed decisions and actions based on real data and operational analytics.
EFFE Contacts
Whether they are clients, counterparties, custodians or partners, all your contacts are centralised in one place. EFFE enhances information exchange and collaboration through AI-driven organisation and smart insights
EFFE Management
Whether you manage client mandates or investment opportunities, EFFE streamlines and automates your workflows in one integrated solution. Thanks to advanced automation, you can standardise processes and improve operational efficiency.
EFFE Integrations
Seamlessly integrate with Market Data providers, Financial Institutions, and accounting systems. EFFE is natively built to connect with major data platforms and ERP solutions, ensuring a fully streamlined ecosystem.
Do you have any questions?
Contact us for a non-binding consultation on the features of the EFFE financial software.