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.