Hello, I am Bruno Fievet, CEO of Efficience.

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• State-of-the-art dashboard to monitor your business
• Consolidated statement in white labelling
• Manage all types of customers and prospects from Natural Person, Trust, Foundations to Life Insurance
• Dedicated section for Know Your Client and Anti Money Laundry
• Provide access to your client to his consolidated assets
• Ipad apps in white labelling
• Archiving of account opening and identification formalities
• Automated calculation of all periodic fees
• Generate invoices
• Dedicated access to your team members and deputy
• and more…

• Production of dedicated listing made in collaboration with big four auditor firms
• In line with regulation such as FINMA, FCA, DIFC, ADGM
• Flow of Funds monitoring with approval process and attachement of corroboration file
• Transaction and journal monitoring
• Index scoring/classification of the Anti Money Laundry country risk index
• Daily name and company check from Factiva integration
• Compliance alert on documentation, name or portfolio risk
• Certified compliance Advisor services
• Provide your auditor with a dedicated access to the tool
• and more…

• Daily Flow of data from more than 40 custodian banks
• Control of data prior loading to software
• Monitoring of the Risk profile and actual asset allocation
• Monitoring of concentration risk
• Securities alerts on change of pricing
• Portfolio and transaction breakdown
• Dedicated reporting
• Calculation of performance
• Manage your Model Portfolio
• Create Investment Proposal
• and more…