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.
Core Features
Investment Management Features
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Reporting
  • Risk Management
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
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Licensing & Deployment
  • Cloud Hosted
  • On Premises
  • Web-based
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
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