PaxFamilia is a dynamic software designed for financial advisors and families seeking to manage and organise their wealth effectively. Ideal for those prioritising holistic financial oversight, it offers digital vaults, intuitive asset tracking, and personalised reporting to streamline asset management across generations.

What are the main features of PaxFamilia?

Organised Document Digital Vaults

Centralise and secure all your financial and personal documents with PaxFamilia’s intuitive digital vault. This feature simplifies information retrieval and ensures that vital documents are always accessible when needed.

• Upload and categorise documents easily
• Access documents anytime, anywhere
• Share access with trusted family members and advisors

Comprehensive Asset Tracking

Gain full visibility over your family’s assets with PaxFamilia’s robust asset tracking tool. This feature is designed to offer detailed insights into your financial situation, helping you make informed decisions confidently.

• Track financial and non-financial assets
• Organise assets into intuitive categories
• Visualise asset distribution and performance

Customised Financial Reporting

Enhance your financial planning with PaxFamilia’s customised reporting tool. Tailor reports to your unique needs, ensuring your family’s wealth strategy is aligned with your goals and values.

• Create personalised financial reports effortlessly
• Analyse data with user-friendly graphics
• Share reports with stakeholders for collaboration