WE OFFER A VARIETY OF CREATIVE SERVICES TO SUITE EVERY NEED

Wealth Management solutions as unique as you are

For more than 10 years, Exenfris-E-Business has helped Companies, Investors, Individuals and families build, manage, preserve, and transition their wealth. This tradition continues today with the combined strength of banks thought  USA, Europe and Asia We work with you to provide solutions built around what you value most: what drives you today and what will inspire you tomorrow.

Custom Wealth Management Services

The minimum investment for our asset management services is $50,000. We also offer custom wealth management services, which are limited to a select group of clients. This allows us to offer the highest possible levels of attention and personal service. To qualify for our custom wealth management services, clients must have at least $200,000 to invest.

For your protection, Exenfris-E-Business accounts are custodied at Charles Swab , which means our clients can go to any of Schwab’s offices throughout the United States or our Offshore Services that are in a Personal Level thought Malta , Russia  and Italy , if they need anything at any time.

Helping to Make Work Optional

Making money is difficult. Keeping it is even harder. Effective management of your savings is the most important element of the Wealth Management process. It is the foundation upon which all our other services are based.

To reach your financial objectives, you need to effectively manage your savings with an established firm that:

  • Has sophisticated quantitative models
  • Actively and constantly monitors and analyzes the various capital markets
  • Has a fiduciary responsibility

Exenfris-E-Business Wealth Management is standing by to provide you with the world-class service you deserve and guide you down a path towards financial independence.

Wealth Management Clients

All of our wealth management clients are successful people. We specialize in solving the financial challenges of elite medical professionals and successful entrepreneurs.

Before learning about Exenfris-E-Business, these clients may:

  • Be working with multiple advisors or managing their money themselves.
  • Have their wealth tied up in their business. Many find that supervising their financial affairs is taking too much valuable time away from the people and activities they love.
  • Suspect they should be doing something differently, so they can begin enjoying the fruits of their financial success.

Wealth Management Process

The Wealth Management Process begins when we both agree that our comprehensive wealth management process can offer significant value, and when you are prepared to delegate the technical aspects of managing your wealth. To help us begin the wealth management process, we follow these steps.

Step 1: Explore the values and goals that are important to you and learn about the current state of your financial situation.

Step 2: Develop a risk profile to create a custom portfolio strategy that is documented in your Investment Policy Statement (IPS). Each IPS is based on Nobel prize-winning research, and hand-tailored to match your tolerance for risk and your goals for income, liquidity and return.

Step 3: Coordinate with a team of experienced financial professionals to develop a comprehensive Wealth Management Plan. This plan incorporates your IPS and addresses all areas of your financial situation–including asset protection, investment management, tax planning and estate planning. This ongoing process allows us to continue fine tuning your plan as your life circumstances and goals evolve.

Every element of your Wealth Management Plan reflects your values and goals, and this document serves as a foundation for all other work that we do for you. After your plan has been mapped out, we work diligently to:

  • Keep your financial affairs on track
  • Make sure you understand the consequences of your financial decisions
  • Help you start enjoying your money

We will also work closely with your other advisers to ensure all planning is coordinated and implemented.

Wealth Management Service Objectives

At Paragon, your success is our success. Our purpose is to create a financial solution that will benefit you and your family, according to your individual goals and aspirations. Our objectives are to:

  • Organize and simplify your financial life
  • Provide you with exceptional investment management
  • Devise a plan to guide you through the next 5 to 10 years
  • Help you build wealth that is independent of your business income
  • Provide the guidance that allows you to stick to the long-term strategy
  • Help you avoid costly mistakes
  • Help you gain financial peace of mind
  • Financially empower you to pursue your most important life goals and spend more time doing what you love

Our Commitment to You

We recognize that providing consistent, high-quality service is an essential part of helping you achieve your goals. Our team offers the following service commitments to each of our Wealth Management clients:

  • We are genuinely interested in your well-being, and we always keep your interests foremost in our minds.
  • We use a disciplined process to understand your unique needs, values and goals before recommending any course of action.
  • You receive a written, personalized Investment Policy Statement, tailored to your specific needs and objectives.
  • A Wealth Management Plan is developed to provide a clear path toward each financial objective.
  • We work hard to make sure our advice is appropriate based on your values, financial objectives and current situation.
  • We act as a guide to help you make smart, informed decisions about your financial affairs, and we offer guidance based on our professional expertise and our commitment to meeting your needs.
  • We monitor your investment portfolio on a regular and systematic basis.
  • We provide you with ongoing information regarding your account, including daily information available online, monthly statements from the custodian and quarterly Paragon performance reviews.
  • We provide a quarterly newsletter and an electronic newsletter that review previous performance and discuss current outlooks.
  • We meet deadlines and return calls within 24 hours whenever possible.
  • We maintain contact by phone and face-to-face meetings, offering you progress meetings based on your preferred frequency.
  • We maintain the highest standards of professional ethics and responsibility.
  • We keep your information confidential.

We also encourage you to let us know if we fail to live up to your expectations. We appreciate all feedback and welcome the opportunity to improve our wealth management services.

Assisting clients with international and offshore banking for 10 years

offshore banking Introduction to offshore banking

offshore banking Selecting an Offshore Bank

Offshore Bank Account Opening Offshore Bank Account Opening Procedures & Maintenance

Credit Card and Debit Card Services

How we help clients establish an Offshore Bank Account

Introduction to offshore banking

For over 25 years OCRA Worldwide has been assisting clients to establish and administer offshore and international bank accounts and has developed useful expertise in identifying and working with suitable offshore banks and international banks.

Most importantly, OCRA Worldwide is not an offshore bank, we are a licensed international and offshore corporate and trust services provider. However, a significant percentage of the companies and trusts we administer establish accounts with international and offshore banks rather than domestic banks because often their characteristics include:

  • Familiarity with offshore and international business.
  • Worldwide investment and business perspective.
  • Tax-efficiency.
  • Confidentiality.
  • Lack of foreign exchange controls.
  • Access to special investment opportunities.

The objective of this section of our website is to advise potential clients of the “basics” and to provide answers to the more common questions relating to offshore banks and establishing and administering an offshore bank account.

What are the benefits of offshore banking?

Offshore banking services provide wide range of benefits and opens up distinct opportunities. Opening such an account provides a powerful tool for keeping money secure and making it exempted from taxes. Using an offshore bank account provides opportunities that are not available to domestic banking users. The most important of those are bank secrecy / confidentiality and exemption from taxes on gains. Income generated in form of interest on deposits is not taxed by the income tax. Customers also get possibility to invest globally.

Perhaps the most important benefit that offshore banking provides is that the account is strictly private. The confidentiality of all operations conducted through the account is protected by the legislation. The account is protected from creditors, tax authorities and other interested parties. It is to some extent a defense tool.

Why to go offshore?

Offshore banking centers open wide range of opportunities for its users: access to innovative banking products, anonymity, safety, politically and economically safe environment. Benefits of going offshore are discussed here

How do I get an offshore bank account?

To open offshore bank account is quite simple and requirements that offshore banks set for their customers are quite standardized.

“Build a business, not a website”.

At Exenfris-E-Business, our passion is building successful businesses online. Our approach differs from most other agencies in that we view the underlying technologies we offer as mere tools of the trade. Instead, the value we deliver to our clients can be measured in business terms, including superior ROI, increased revenue and higher traffic.

ECOMMERCE SOLUTION EXAMPLES

DKNY ecommerce solution example DKNY HOME

Surfstitch e commerce solution exampleSurfStitch

Tailored, Effective Solutions to Meet Your Needs

Every ecommerce site wants to sell, but only a few are successful. We at Exenfris-E-Business are experts at optimizing your online business to increase revenue, traffic, site engagement, conversion, and loyalty. Whether you are building a new online business from scratch or seeking to increase conversion and sales on your existing ecommerce website, we can help. Exenfris-E-Business is able to craft an almost unlimited range of tailored solutions to meet your specific needs. Our team has over a decade of experience in ecommerce design and development, so we know first-hand what works, and what doesn’t!

Our Range of Ecommerce Solutions

Exenfris-E-Business is a full-spectrum digital agency with service offerings that range from Internet Strategy and Requirements to vendor integration projects and dedicated site hosting. Our Solutions include:

  • Ecommerce Strategy: Remember the 5 Ps: Proper Preparation Prevents Poor Performance. Well ensure your sites success through improved site strategy and requirements-definition using our unique Ecommerce Requirements Specifications (ERS) methodology
  • Significantly Increased Conversion through Improved User Experience: Our User Interface specialists will help ensure your site architecture, navigation and experience are optimized for maximum conversion and sales
  • Internet Marketing and Search Engine Optimization: Perhaps your site is functioning fairly well, but its not getting sufficient traffic. Our team provides SEO and targeted online marketing solutions to ensure you gain exposure to the specific audience demographics you need
  • Ecommerce Website Design & Development: Whether you are building a new site or want to overhaul your existing one, Exenfris-E-Business is your one-stop full-service shop for an end product that delivers results. We have experience with all the major platform vendors, and our expert team constantly reviews the latest options from content management systems to catalogues, as well as the latest technologies and trends. We also have a talented in-house visual design team, 7 Designers and never rely on generic templates
  • Custom Shopping Cart: We adapt the Shopping Cart process to the specific requirements of your business. This dramatically reduces the shopping cart abandonment rate far below industry standards
  • Custom Solutions: Do you have unique business or technical requirements that prevent you from using out-of-the-box e-commerce solutions? Thats our specialty! Well conceptualize and deliver tailored applications that will meet any need
  • 3rd Party Application Integration: Have you noticed a competitor has a hot new site feature, like 360-degree product views, 3D modeling, a specialty search engine, advanced video features, or similar? Are you missing the necessary business intelligence to get a clear picture of your ecommerce transactions? Perhaps you use or are seeking a sophisticated supply chain, POS or accounting package to manage your brick-and-mortar stores, and you want it to work seamlessly with your ecommerce transactions? We can help you with all of the above. Were abreast of all the latest technology trends and vendor solutions and have performed hundreds of seamless vendor integrations. Let us help you ensure your website is an essential and fully integrated component of your business
  • Support & Maintenance: We can increase the performance of your site  guaranteed! Let us do the necessary optimization to ensure your site is better equipped to handle your traffic and customer service queries. Well also improve your overall site performance, stability and robustness
  • Ecommerce Hosting: Reliable and scalable hosting is part of our outstanding customer service. Are your sites loading quickly, and is the administrative interface easy to work with and configurable to your needs? Is someone overseeing your hosting to ensure its always up and running? We offer our clients a compelling dedicated hosting solution.

Our Methodology

We swear by our process because it works! Successful & advanced ecommerce solutions require clear goals, precise planning, and a winning strategy. Exenfris-E-Business has created a unique methodology for our ecommerce services called the Ecommerce Requirements Specification (ERS) that leverages our extensive industry expertise to help you achieve lasting success. The below steps outline it in a nutshell.

The first step in our process is to understand your product, your industry, your value proposition, as well as the target audiences and your competitive environment. This is done by performing intensive research, data-collection and analysis.

Next we plan how to satisfy all the needs and requirements of each potential target audience through use of different personas by user segment. This ensures the maximum range of qualified traffic and conversion.

Finally we create a blueprint and roadmap that clearly outline the complete project scope and the implementation methods. This benefits the client by illustrating the final product and provides clear instructions for the implementation team.

The complete deliverables of the ERS include Creative Requirements, Functional Requirements, SEO Requirements, Search Requirements, Content Requirements and Technical Requirements. It also contains the functional design of information architecture wireframessitemaps and process flows and recommends to what extent custom development and 3rd party applications will be necessary during implementation, or whether standard ecommerce website tools could suffice.

The ERS is a stand-alone deliverable that can guide development by either Exenfris-E-Business or a 3rd party team. If you choose Exenfris-E-Business, the implementation phase will begin, which we term the Ecommerce Development Module (EDM).

The EDM produces tailored solutions to meet all the requirements as defined in the ERS. The EDM encompasses the Design, Development, QA, User Acceptance Testing, Migration and Launch processes that are involved in any professional website development. Each step is thoroughly planned in advance in the ERS phase, and then implementation is carefully choreographed and managed to ensure the best results.

The below chart illustrates the ERS and the EDM processes. For more information, see the Ecommerce Strategy Section.

Trust Funds

It would be nice to think that when someone passes on that their family would honor their wishes regarding the estate. But this is simply not reality in today’s world. In order to provide for your family and protect your assets you need to prepare now. Trust funds can provide a way to do that.

Protect Your Estate

The larger your estate the more prepared you need to be for the future. A trust fund will assure that your wishes are met regarding where, and to whom, your money will go.

A good trust fund can also protect your money while you are living. Channeling funds into an appropriate trust fund can provide a tax break now. And help your heirs from having to pay out large sums in estate taxes.

Provide for Your Children

Trust funds can be used to provide protection for your children too. If you have minor children you will want to make sure they are properly taken care of if something should happen to both parents. Guardianship and the spending of funds for appropriate needs can all be set up to take care of that. You can also set up trust funds for things as simple as college for children or grandchildren.

Diversity is the Key

Trust funds are as diverse as the people using them. They can be put in place and running while the person creating one is living or to start upon their death.

You can provide for your children’s welfare or provide a break from estate taxes and probate for a spouse.

Collections or monies can be placed in a trust fund for charitable or other organizations to benefit from, either while the benefactor is living or upon his death.

Make a Wise Choice.

HOW WE ENGAGE

1. Demand Based, Friendly Contract.

2. Tell Us Your Staffing Needs.

3. We Augment Your Staff with Senior Onshore Professionals. 

4. You Review and Approve Each Candidate.

5. We Select the “Best Fit” Candidates.

6. Ramp Up or Down Based on Your Needs

NEW PROJECT

1. We engage in a 200 hour “design phase”.

2. Confirm scope, create user stories & design assets

3. Upon completion, start dev phase (with approval)

4. We staff a full agile project team

5. We build, test, and deliver the final product

6. We support and host your product

Exenfris is an automation platform that simplifies and automates all aspects of operating an online web hosting and domain registrar business.

Overview

Save time and money with Exenfris: Optimize and automate your business with the Exenfris billing and automation platform. The easiest way to run a web hosting business.

Hosting

Web Hosting: Let Exenfris take the hassle out of your web hosting business. With Exenfris, common tasks are automated and hassle free.

Automate your web hosting: From setup to termination, Exenfris automates the entire customer life cycle for web hosting

Domains

Domain Reselling: All the tools you need to sell domains including advanced domain suggestions and a fully featured self service management portal for customers.

Automated domain reselling and management: We integrate with all the major domain registrars to provide automatic registration, real time domain availability checking, nameserver management, automatic renewals and more.

Billing

Billing Automation: Let Exenfris take care of generating invoices, collecting payments, sending reminders and tracking performance, while you focus on growing your business.

Save time and money with automatic billing: Let us do the hard work so you don’t have to with full payment processing and billing automation

Support

A Complete Support Suite: All the tools you need to support your customers with both self-service and ticket desk.
Support Ticketing System Track all your customer communication in one central place with the built-in help desk.

The Exenfris ticketing system provides a fully featured communication platform that allows customers to open tickets via the web or by email and provides staff with quick and easy access to customers profile, service management and billing information.

Developers

From simply changing the look and feel to integrating new service providers, with Exenfris you have the tools and flexibility needed to make Exenfris your own.

Built for developers. Exenfris is a powerful, flexible and highly extensible platform upon which to build your business

Eliminate Manual Processes.

Automate manual financial processes to save time, reduce errors, and move at the speed of business.

Maximize Output,
Minimize Input

Your team is right to dread them : manual processes cost your business more than you think. Every month your smart, passionate employees spend days and weeks compiling data from dozen of sources, copying and pasting between hundreds of documents to produce budgets, plans, and reports that are out of data long before they’re finished. Not to mention the errors one wrong Excel cell can produce! It’s bad for morale, bad for business, and doesn’t earn Finance many brownie points. But it doesn’t have to be that way.

Host Analytics financial process automation saves your team days, weeks, and months of time by automating your most cumbersome processes. Imagine what your team could accomplish with accurate, reliable data freely flowing at their fingertips — and the time and energy to put it to use.

Build Rolling Forecasts

Continual forecasting for more accurate financial plans, increased agility, and optimized financial results.

Orecasts that Keep Up With Your Business

Annual budgets are static, and therefore have difficulty accounting for market volatility, shifting trends, and developments happening in real time. In other words, the things that impact your business on a day to day.

But rolling forecasts allow you to better align real-time market trends to your strategic goals and objectives, using recurring periodic updates to keep the forecasts current. You can then better prepare for and react to current risks, have the agility to respond to shifting market demands, and continually update your outlook with current data for more accurate forecasts. That means that you have greater control over your financial destiny.

With Host Analytics, quickly migrate from a static, spreadsheet-based annual budget to a dynamic, modern rolling forecast that keeps pace with your business. Increase agility and accuracy while eliminating the pain of spreadsheets and manually gathering data, managing tasks, and collaborating with the business.

“Build a business, not a website”.



At Exenfris-E-Business, our passion is building successful businesses online. Our approach differs from most other agencies in that we view the underlying technologies we offer as mere tools of the trade. Instead, the value we deliver to our clients can be measured in business terms, including superior ROI, increased revenue and higher traffic.

ECOMMERCE SOLUTION EXAMPLES

EXENFRIS ecommerce solution example EXENFRIS HOME

Surfstitch e commerce solution exampleSurfStitch

Tailored, Effective Solutions to Meet Your Needs

Every ecommerce site wants to sell, but only a few are successful. We at Exenfris-E-Business are experts at optimizing your online business to increase revenue, traffic, site engagement, conversion, and loyalty. Whether you are building a new online business from scratch or seeking to increase conversion and sales on your existing ecommerce website, we can help. Exenfris-E-Business is able to craft an almost unlimited range of tailored solutions to meet your specific needs. Our team has over a decade of experience in ecommerce design and development, so we know first-hand what works, and what doesn’t!

Our Range of Ecommerce Solutions

Exenfris-E-Business is a full-spectrum digital agency with service offerings that range from Internet Strategy and Requirements to vendor integration projects and dedicated site hosting. Our Solutions include:

  • Ecommerce Strategy: Remember the 5 Ps: Proper Preparation Prevents Poor Performance. Well ensure your sites success through improved site strategy and requirements-definition using our unique Ecommerce Requirements Specifications (ERS) methodology

  • Significantly Increased Conversion through Improved User Experience: Our User Interface specialists will help ensure your site architecture, navigation and experience are optimized for maximum conversion and sales

  • Internet Marketing and Search Engine Optimization: Perhaps your site is functioning fairly well, but its not getting sufficient traffic. Our team provides SEO and targeted online marketing solutions to ensure you gain exposure to the specific audience demographics you need

  • Ecommerce Website Design & Development: Whether you are building a new site or want to overhaul your existing one, Exenfris-E-Business is your one-stop full-service shop for an end product that delivers results. We have experience with all the major platform vendors, and our expert team constantly reviews the latest options from content management systems to catalogues, as well as the latest technologies and trends. We also have a talented in-house visual design team, 7 Designers and never rely on generic templates

  • Custom Shopping Cart: We adapt the Shopping Cart process to the specific requirements of your business. This dramatically reduces the shopping cart abandonment rate far below industry standards

  • Custom Solutions: Do you have unique business or technical requirements that prevent you from using out-of-the-box e-commerce solutions? Thats our specialty! Well conceptualize and deliver tailored applications that will meet any need

  • 3rd Party Application Integration: Have you noticed a competitor has a hot new site feature, like 360-degree product views, 3D modeling, a specialty search engine, advanced video features, or similar? Are you missing the necessary business intelligence to get a clear picture of your ecommerce transactions? Perhaps you use or are seeking a sophisticated supply chain, POS or accounting package to manage your brick-and-mortar stores, and you want it to work seamlessly with your ecommerce transactions? We can help you with all of the above. Were abreast of all the latest technology trends and vendor solutions and have performed hundreds of seamless vendor integrations. Let us help you ensure your website is an essential and fully integrated component of your business

  • Support & Maintenance: We can increase the performance of your site  guaranteed! Let us do the necessary optimization to ensure your site is better equipped to handle your traffic and customer service queries. Well also improve your overall site performance, stability and robustness

  • Ecommerce Hosting: Reliable and scalable hosting is part of our outstanding customer service. Are your sites loading quickly, and is the administrative interface easy to work with and configurable to your needs? Is someone overseeing your hosting to ensure its always up and running? We offer our clients a compelling dedicated hosting solution.

Our Methodology

We swear by our process because it works! Successful & advanced ecommerce solutions require clear goals, precise planning, and a winning strategy. Exenfris-E-Business has created a unique methodology for our ecommerce services called the Ecommerce Requirements Specification (ERS) that leverages our extensive industry expertise to help you achieve lasting success. The below steps outline it in a nutshell.

The first step in our process is to understand your product, your industry, your value proposition, as well as the target audiences and your competitive environment. This is done by performing intensive research, data-collection and analysis.

Next we plan how to satisfy all the needs and requirements of each potential target audience through use of different personas by user segment. This ensures the maximum range of qualified traffic and conversion.

Finally we create a blueprint and roadmap that clearly outline the complete project scope and the implementation methods. This benefits the client by illustrating the final product and provides clear instructions for the implementation team.

The complete deliverables of the ERS include Creative Requirements, Functional Requirements, SEO Requirements, Search Requirements, Content Requirements and Technical Requirements. It also contains the functional design of information architecture wireframessitemaps and process flows and recommends to what extent custom development and 3rd party applications will be necessary during implementation, or whether standard ecommerce website tools could suffice.

The ERS is a stand-alone deliverable that can guide development by either Exenfris-E-Business or a 3rd party team. If you choose Exenfris-E-Business, the implementation phase will begin, which we term the Ecommerce Development Module (EDM).

The EDM produces tailored solutions to meet all the requirements as defined in the ERS. The EDM encompasses the Design, Development, QA, User Acceptance Testing, Migration and Launch processes that are involved in any professional website development. Each step is thoroughly planned in advance in the ERS phase, and then implementation is carefully choreographed and managed to ensure the best results.

 

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