Learning
Become a Certified Expert for EFFE Financial Software Now
Become a certified expert for EFFE and master our wealth and opportunity platform through a clear, structured training journey that combines essential concepts with hands-on practice on real portfolios, data flows and reporting scenarios. With the user-friendly EFFE training paths, you can grow into the super user of your family office or fiduciary company, design and govern data-driven processes, and even advise other organisations on how to adopt and scale the EFFE platform in a controlled and professional way.
EFFE Premium
The EFFE Premium for Family Office training is designed for investment professionals and family office teams who work daily with complex portfolios and consolidated wealth views. During this course, participants learn how to use EFFE Premium to aggregate data from multiple banks and custodians, monitor all asset classes, including listed instruments, private equity, real estate, strategic investments and liabilities, and transform this information into clear, client-ready reports. The programme walks through wealth aggregation and estate architecture, the use of portfolio views by asset class, strategy, counterpart and vehicle, and the continuous monitoring of performance, risk and cash flows. It also introduces the standard dashboards, such as Wealth Evolution, Return, Asset Allocation, Counterparts and Architecture, and shows how to perform drill-down analysis on bonds, equities, private assets and real estate. Throughout the day, participants practice how to collaborate efficiently with relationship managers and clients. At the end of this 8-hour course, priced at 1’999 CHF, attendees are able to leverage the full potential of EFFE Premium in their daily practice, ensuring informed decisions, consistent reporting and streamlined workflows.
Duration
8 hours
Cost
1’999 CHF
EFFE Accounting
The EFFE Accounting for Fiduciaries & Wealth Administrators certification is tailored to fiduciaries, controllers and accounting teams who manage the operational and administrative side of wealth structures. Here the focus is on using EFFE as the operational backbone for reconciliations and statements. Participants learn how to connect and work with bank and market data feeds, reconcile trades, balances and fees, and manage multi-currency valuations in a robust and transparent way. The course explores the management of entities, mandates and structures within EFFE, the organisation of period-end processes, and the production of reliable statements and reports for clients, auditors and regulators. It also touches on collaboration with external accounting and tax systems where applicable. By the end of this 8-hour course, also priced at 1’999 CHF, participants know how to rely on EFFE as a central hub for clean, reconciled data, enabling efficient accounting, reporting and oversight across complex wealth structures.
Duration
8 hours
Cost
1’999 CHF
EFFE Platform
The EFFE Platform for Data Governance training is dedicated to administrators and data stewards who are responsible for the setup, maintenance and long-term evolution of EFFE within their organisation. The course explains how to configure entities, users, roles and permissions, how to define data models, asset classifications and look-through rules, and how to set up connections to bank and market data providers. It then moves on to the configuration of dashboards, standard views and filters, to the definition of data quality rules and the use of the Data Trust layer, and to the automation of recurring tasks and report generation. Particular attention is given to governance aspects, including the management of AI-assisted features and templates where these are enabled. This 8-hour course, priced at 1’999 CHF, equips participants to keep EFFE aligned with internal processes, to ensure data quality over time and to support scalable, well-governed operations.
Duration
4 hours
Cost
999 CHF
Interested to know more?
Contact us for further info and details