Assetmax

Assetmax

Fimax AMS
Altoo Assetmax

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Altoo:

About

Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.
Assetmax:

About

Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulations. Assetmax is 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. Comprehensive, sophisticated and integrated software solution. Web-based, can be installed on-premise or in the cloud.
Altoo:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Assetmax:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
Altoo:

Audience

Trusted wealth advisors wanting a tool to manage their global assets, track performance, automate insights, and collaborate seamlessly on complex wealth management
Assetmax:

Audience

Integrated software platform designed to streamline the main business processes of wealth managers
Altoo:

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported
Assetmax:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Altoo:

API

Offers API Not Supported
Assetmax:

API

Offers API Not Supported
Altoo:

Screenshots and Videos

Assetmax:

Screenshots and Videos

Altoo:

Pricing

Free
Free Version Supported
Free Trial Not Supported
Assetmax:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Altoo:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software
Assetmax:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Altoo:

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported
Assetmax:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported
Altoo:

Company Information

Altoo
Founded: 2017
Switzerland
altoo.io
Assetmax:

Company Information

Fimax AMS
Founded: 2013
Switzerland
www.assetmax.ch
Altoo:

Alternatives

Assetmax:

Alternatives

Altoo:
Assetmax:
Altoo:
Assetmax:
M2Advisor

M2Advisor

M2Wealth
Altoo:
Assetmax:
Prospero Suite

Prospero Suite

FINARTIS
Altoo:
Assetmax:
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Altoo:

Categories

Family Office Supported
Assetmax:

Categories

Family Office Supported
Wealth Management Supported
Assetmax:

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Supported
Commodities Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Supported
Altoo:

Integrations

Apiax Not Supported
Assetmax:

Integrations

Apiax Supported
Altoo:
Claim Altoo and update features and information
Claim Altoo and update features and information
Assetmax:
Claim Assetmax and update features and information
Claim Assetmax and update features and information