Additional Features
EFFE Additional Features
The EFFE Word Add-in
The Word add‑in for EFFE simplifies the daily work of family offices and fiduciaries. Intelligent document creation lets you easily add attachments, references and text modules to contracts and reports. The add‑in enables automated and efficient workflows directly in Microsoft Word.
The Functional Diversity of the Add-in at a Glance.
Manage References
The Word add‑in automatically organises your attachments and references, saving valuable time when drafting and adapting fiduciary documents.
Create Excerpts
With the EFFE Word add‑in you can select key sections from a document and have the system create a summary or excerpt, allowing you to grasp lengthy documents quickly.
Document Analysis
With the EFFE Word add‑in, you get well‑founded answers to questions about document content, powered by integrated AI.
Time Recording
With the EFFE Word add‑in, you can create time entries directly from the document you are working on.
My EFFE
My EFFE is an interactive summary of the most important activities of fiduciaries. From this main page you can directly use all functions of EFFE Consulting and get an optimal overview of your open and completed work.
My EFFE summarises the most important and up-to-date working points on a central page. The site is divided into Mandate Explorer, Mandate News, Stopwatches and Auto-Stopwatches. Furthermore, the capacity of a team can be displayed in My EFFE.
ChatGPT Integration
ChatGPT integrated with EFFE: the ultimate Cloud-based solution for efficient and accurate fiduciaries operations.
The combination of ChatGPT’s advanced language processing capabilities and EFFE’s secure, Cloud-based infrastructure creates a powerful tool for financial professionals seeking to streamline their operations and improve client experiences. With ChatGPT integrated into EFFE’s platform, professionals can automate a range of tasks, such as document creation and review, contract analysis, and even communication with clients.
By automating these routine tasks, professionals can focus on more complex and high-value work, ultimately leading to better outcomes for clients.
EFFE thus incorporates the technological developments of large language models into its product range and develos the state-of-the-art solution EFFE Copilot for the use of GPT technology everywhere and everytime.
Other Additional Features
- EFFE Expense Add-in
- EFFE Chain
- EFFE Advanced Analysis
- MS Teams Integration
- The EFFE Data Room
- EFFE Copilot
EFFE Expense Add-in
With the EFFE Expense App, family offices and fiduciaries can easily record and track expenses.
This state‑of‑the‑art expense management extension simplifies and streamlines financial tracking. Assign expenses to mandates ot projects, track billable and non‑billable expenses separately, and capture and store digital copies of receipts. The app’s OCR technology automatically extracts relevant information (date, vendor, amount) to simplify categorisation.
Create custom expense categories specific to your organisation’s needs, establish budgets and track spending in real time. Export reports to Excel, PDF or CSV formats for analysis or presentation to stakeholders.
EFFE Chain
EFFE Chain is a revolutionary blockchain extension seamlessly integrated with EFFE.
It enhances the wealth and fiduciary sector by providing unparalleled security, transparency and efficiency in document management.
Integrated with EFFE’s document management system, it allows you to securely store and manage sensitive documents while harnessing blockchain technology. By posting document hashes on a Ethereum like network, EFFE Chain guarantees immutability, ensuring the authenticity and integrity of documents and transactions throughout their lifecycle.
Original documents remain securely stored within EFFE’s Swiss‑hosted DMS, accessible only to authorised users. This protects sensitive information while providing verifiable proof of existence and timestamps.
EFFE Advanced Analysis
Customisable dashboards, reports, visualisations and predictive analytics help family offices and fiduciary firms optimise their operations.
EFFE offers a powerful business intelligence feature that enables professionals to gain insights into portfolios, clients and processes. Analyse large volumes of financial and operational data and transform them into actionable insights that drive informed decision‑making.
Access key metrics and drill down into specific areas to uncover patterns and trends.
MS Teams Integration
Enjoy seamless communication from within EFFE.
The integration with Microsoft Teams allows you to make calls directly from EFFE, record and store calls for future reference and automatically track time spent on each call for accurate billing.
EFFE can extract transcripts of calls, giving you a written record for reference or analysis. This integration streamlines communication and collaboration while ensuring you have all the tools needed to manage and analyse interactions with clients and colleagues.
The EFFE Data Room
The EFFE Data Room is being developed to enable digital collaboration between family offices, fiduciaries and clients on portfolios or projects involving large amounts of data. It improves the secure exchange of files, offers expandable storage, real‑time synchronisation and integrated rights management.
Secure password management
The integrated password manager protects company logins and online access against unauthorised use. The password generator suggests strong passwords and indicates their security.
EFFE Copilot
EFFE Copilot integrates OpenAI’s most advanced language models into the EFFE platform to create a powerful tool for family offices and fiduciary firms.
Automate tasks such as document creation and review, contract analysis, report generation and client communications. By automating routine work, your team can focus on high-value strategic activities. Data is processed within Switzerland and never used to train third-party models.
Do you have any questions?
Contact us for a consultation on the EFFE modules.