Efficience
HQ Address
Route de Saint-Julien 146, CH – 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
Efficience – a complete PMS
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 risk management module allowing dynamic monitoring of risk criteria such as «strategic limits by asset class or currency, concentration risk, etc.» developed at the client, portfolio and transaction level.
- A compliance module including transactional alerts based on client’s risk, cumulative volume, etc.
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......
