Assetmax
The comprehensive fintech solution for wealth managers
Assetmax is a leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks. Assetmax is a powerful integrated software platform designed to streamline the main business processes of every wealth managers: portfolio management, compliance and client data management, invoicing and reporting. We combined our experience in portfolio management and software development to design a software that delivers great process automation, reduces op risks, optimizes costs and supports our clients in staying compliant according to local rules ad up-to-date with regulatory requirements.
Licensing & Deployment
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Cloud Hosted
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On Premises
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Web-based
Support
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Phone
Knowledge Base
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Help Guides
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Video Guides
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Blogs
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Webinars
Media
Assetmax Core Features
Focus of Investment Management Feature
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Fund Management
- Investment Tracking
- Performance Metrics
- Reporting
- Risk Management
Assetmax Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Quote Based
Assetmax Reviews
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