PaxFamilia is a wealth platform that transforms how people engage with their money and their advisors. PaxFamilia is a digital wealth management platform that offers advisers that work with high-net-worth clients innovative solutions and advising tools. Every day, our team of 20 experts is dedicated to providing a safe and simple-to-use platform that gathers and contextualises all types of wealth data, provides cutting-edge advising tools, and allows users to save documents and generate visually appealing reports. Advisors have access to a structured data base with PaxFamilia that allows them to acquire a comprehensive view of their clients' financial status.
PaxFamilia is a wealth platform that transforms how people engage with their money and their advisors. PaxFamilia is a digital wealth management platform that offers advisers that work with high-net-worth clients innovative solutions and advising tools. Every day, our team of 20 experts is dedicated to providing a safe and simple-to-use platform that gathers and contextualises all types of wealth data, provides cutting-edge advising tools, and allows users to save documents and generate visually appealing reports. Advisors have access to a structured data base with PaxFamilia that allows them to acquire a comprehensive view of their clients' financial status.
