The intelligent platform for wealth and fiduciaries
Bring complex financial data, workflows and structures into one intelligent environment for greater clarity, control, and action.
The intelligent platform for wealth and fiduciaries
Bring complex financial data, workflows and structures into one intelligent environment for greater clarity, control, and action.
From fragmented data to one trusted foundation
EFFE brings bank feeds, market data, entities and structures into one consistent data model for reliable performance and reporting.
From data aggregation to decision-ready insight
EFFE turns consolidated portfolio data into dashboards, deeper analysis and AI-driven insights, so teams can act with clarity at board and operational levels.
AI that strengthens oversight without losing control
Research automation, document analysis and agent-driven workflows built on OpenAI on Azure – with full audit trails, cited outputs and decision authority always retained by the team.
Swiss based security and compliance foundations
Operate on Microsoft Cloud infrastructure with Swiss data residency and security designed for sensitive financial environments.
Accounting with more control and less manual work
Manage reconciliation, reporting, AP and AR automation and approvals in one system with a clear and auditable financial trail.
Operations that run in one connected workflow
EFFE brings mandates, documents, deadlines, time tracking and invoicing together so daily operations stay structured and predictable.
Swiss Cloud Foundations
Operate on Microsoft Cloud infrastructure with data residency in Switzerland
Benefit from geo replicated backup and strong Azure security and encryption standards
Support resilience and compliance requirements in sensitive financial environments
AI Powered Insight
Use AI to explore data, extract insights and support financial analysis
Analyse documents with integrated citations for more reliable interpretation
Orchestrate agents to automate activities while keeping control over decisions and outcomes
Portfolio Monitoring
Monitor portfolios through dashboards, reporting, and deeper performance analysis
Track opportunities, contacts and relevant market developments in one place
Turn financial information into board ready insight with more signal and less noise
Data Consolidation
Aggregate bank feeds, market data and entity-level information in one connected environment
Run data quality checks and anomaly detection across complex structures
Build reporting on a clean, investment-grade single source of truth
Secure Operational Platform
Work on Microsoft Cloud infrastructure designed for sensitive financial data
Benefit from Swiss data residency and secure, low latency access
Support continuity, control and resilience in day to day fiduciary operations
Workflow Automation
Reduce manual effort in recurring operational and accounting tasks
Accelerate reviews and routine checks with AI enhanced support
Improve consistency across execution, approvals and follow up processes
Accounting and Control
Support financial controlling, account reconciliation and bank integration in one workflow
Manage financial reporting, approval processes, and AP and AR automation more efficiently
Keep a clearer and more auditable trail across financial operations
Mandate Management
Manage client mandates, leads, opportunities and deadlines in one structured environment
Keep documents, time recording and invoicing connected to the underlying client work
Reduce fragmentation in daily operations through the MyEFFE Portal
Add-Ins
REER for Letter
An AI powered tool that turns scanned paper documents into structured digital records inside EFFE.
EFFE Copilot
A personal assistant for every EFFE user, deeply integrated with Microsoft Office tools.
EFFE Data Management
A dedicated service that allows clients to outsource the full data management process.
REER for Data
A banking data connector that links more than 100 financial institutions directly with EFFE.
EFFE Excel Add-in
An advanced Excel add-in that connects spreadsheets directly to EFFE’s database through APIs.
Add-Ins
ELLE AI-powered Outlook Add-in
An advanced Outlook add-in that uses AI to simplify email handling and reduce manual work.
EFFE Expense App
A mobile friendly add-in that makes expense capture, validation, and case allocation easier across the firm.
REER for Letter
An AI powered tool that turns scanned paper documents into structured digital records inside EFFE.
EFFE Copilot
A personal assistant for every EFFE user, deeply integrated with Microsoft Office tools.
REER for Invoice
An AI powered add-in that streamlines invoice processing and reduces manual work across accounting workflows.
Standard
Support during standard business hours on working days, available by email and phone.
Extended
Advanced support capabilities for multi-team collaboration, specialisations and more complex billing.
Premium
Dedicated support for multilingual, multi-jurisdictional operations, with assistance for custom configuration and integrations.
Built on Microsoft technology and tightly integrated with Microsoft 365
Cloud-based architecture with anywhere, anytime access
End-to-end encryption, multi-factor authentication and compliance with GDPR and leading standard
Role-based access, audit trails and fine-grained rights
