A look at the companies demoing at FinovateEurope on March 15 digitally and on March 22 and 23, 2022, in London. Register today and save your spot.

PaxFamilia is an end-to-end wealth planning platform that helps financial advisors serve their clients with a structured and holistic approach to their wealth.

Features

• Getting a 360° overview of the client thanks to the collection of data in structured inventories
• Detecting and reporting opportunities through planning tools
• Providing holistic services

Why it’s great

PaxFamilia provides financial advisors with all the tools and resources they need to turn their punctual services into continuous ones and thus become the trusted advisor of their clients.

Presenter

Guillaume Desclée, CEO
Guillaume was product manager at Danone until 2009. Before PaxFamilia, he (co-)founded two other platforms, both dedicated to crowdfunding (Impulso in Brazil in 2009 and Spreds in Belgium in 2010).
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