Efficience
HQ Address
Route de Saint-Julien 63, 1228 Geneva, Switzerland
Website Address
Business introduction
Designed and developed by the key
A swiss made software dedicated to wealth managers and family offices, which really makes your daily activities easier
It was in 2014 that Bruno Fiévet, driven by the concept that price should not be an obstacle to access IT tool of quality, created The Key and the Efficience software.
With his experience in the field of finance and his IT training, Bruno Fiévet first developed a CRM tool before quickly integrating all the functionalities of a PMS; Efficience was born.
Built to be customizable and respond to issues affecting independent Wealth Mmanagers and Family Offices, Efficience is constantly evolving thanks to its users who can request new features at any time – without additional cost. Then to continue improving the solution, The Key team has grown over the years.
Now reinforced by a team of 10 people, The Key continues to regard the demands of its users and the quality of Efficience as its main priority.
Efficience Solutions
Efficience Portfolio Management System
Efficience is a «Portfolio Management System (PMS)» software that supports Independent Wealth Managers (IWM) and Family Offices through their portfolio management. Efficience includes in its solution: A CRM module for the management of client data which includes the whole «KYC» part. A portfolio management module including performance calculation, valuation, transaction monitoring, etc. A......
