AssetmaxFimax AMS
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Related Products
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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.
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About
ERPLight is the simplest ERP system built specifically for Switzerland. Create professional invoices with Swiss QR payment slips in seconds — no accounting knowledge required. Supports all Swiss banks including UBS, Raiffeisen, PostFinance, Credit Suisse, and all cantonal banks.
Key features include quotes, orders, invoices, customer management, expense tracking, and PDF export with custom branding. Create professional quotes and convert them into orders or invoices with a single click. Generate Swiss QR invoices that comply with all banking standards. Track open payments and overdue items at a glance from your dashboard.
Capture expenses by photographing receipts directly from your phone. Export a complete ZIP archive with all documents and a PDF summary for your accountant at the end of each period. Customize your invoices with your company logo, colors, and branding to match your corporate identity.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Integrated software platform designed to streamline the main business processes of wealth managers
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Audience
Freelancers, self-employed professionals, and small to medium businesses (SMBs) in Switzerland
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
CHF 0 (Free Plan)
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFimax AMS
Founded: 2013
Switzerland
www.assetmax.ch
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Company InformationERPLight
Founded: 2026
Switzerland
erplight.ch
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Categories |
Categories |
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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
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ERP Features
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
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Integrations
Apiax
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