Overview
EFFE – The Next-Generation AI Platform for the Financial Industry
As a modular, all-in-one platform for the financial and fiduciary industry, EFFE unifies everything required for modern, data-driven operations. EFFE Premium delivers advanced data acquisition from banks and custodians, automated reconciliation, high-quality consolidated data and intelligent portfolio reporting — giving financial institutions a robust foundation for investment oversight and strategic decision-making. EFFE Consulting complements this with powerful modules for client and mandate management, document workflows, compliance activities, time tracking and CRM, enabling advisory teams to run their daily operations efficiently and transparently. Built natively on the Microsoft Cloud, every module can be activated independently or combined into a single, integrated platform. Explore the EFFE suite and discover how data, intelligence and operational excellence come together in one unified system.
Consulting
Dedicated to
Fiduciaries, Tax Advisors, Trust Companies, Financial Consultants, Corporate Service Providers and Compliance Professionals
Premium
Dedicated to
Family Offices, Foundations,
Investment Funds, Banks and
Institutional Wealth Managers
and Financial Organisations
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.
Get More from Your EFFE Solution
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.