Overview
Assetmax
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.
Media
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Reporting
  • Risk Management
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
0.0
No Review
No service reviews are submitted yet.
Be the first one to review
Licensing & Deployment
  • Cloud Hosted
  • On Premises
  • Web-based
Support
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
Claim Profile

This software profile has not been claimed by anyone till now. If you belong to this software and have the authority to own this GoodFirms profile, then please claim it now.

Claim Now