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Hello, I am Bruno Fievet, CEO of Efficience.

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Efficience Key Features

Client Relationship Management tool with Know Your Client and Anti Money Laundering

  • 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…

Audit and Reporting

  • 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…

Portfolio Analysis, Monitoring and Investment Proposal

  • 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…