Assetmax

Assetmax

Fimax AMS
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Advisers and investment professionals searching for a solution to better manage the relationship with their clients and their data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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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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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Fimax AMS
Founded: 2013
Switzerland
www.assetmax.ch

Company Information

DigiPrima
Founded: 2012
United States
www.digiprima.com/wealth-management-software-solution

Alternatives

Prospero

Prospero

FINARTIS

Alternatives

Fusion Invest

Fusion Invest

Finastra
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Agilis Investment Management

Agilis Investment Management

Agile Financial Technologies
VestmarkONE

VestmarkONE

Vestmark

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Apiax
Microsoft 365
Microsoft Azure

Integrations

Apiax
Microsoft 365
Microsoft Azure
Claim Assetmax and update features and information
Claim Assetmax and update features and information
Claim DigiPrima and update features and information
Claim DigiPrima and update features and information