PaxFamilia is tailored for wealth managers, enabling streamlined management of complex family assets. It offers a robust document vault and intuitive financial visualization. With its family-centric approach, clients can easily track and plan their financial future.

What are the main features of PaxFamilia?

Comprehensive Document Management

PaxFamilia offers an organized method to manage all vital family documents. This feature ensures that you can effortlessly store, retrieve, and share important files. The software supports various document types and provides a centralized accessibility:

• Securely digitize paper-based records
• Quickly access and organize documents by categories
• Easily share documents with family members or advisors

Financial Planning and Visualization

Make informed decisions with PaxFamilia’s advanced financial planning tools. The platform’s intuitive interface allows users to visualize and simulate financial data effectively. This feature is crucial for developing detailed investment strategies:

• Create dynamic financial projections and scenarios
• Visualize assets and liabilities over time
• Identify opportunities and risks in investment plans

Family-Centric Asset Management

Focused on enhancing collaboration, PaxFamilia manages all family assets collectively. This capability helps wealth managers present a holistic view of financial standing, promoting transparent discussions and decisions:

• Integrate and monitor diverse asset types
• Facilitate family meetings with comprehensive reports
• Track wealth distribution across family members