Assetmax

Assetmax

Fimax AMS
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Freelancers, self-employed professionals, and small to medium businesses (SMBs) in Switzerland

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

CHF 0 (Free Plan)
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

ERPLight
Founded: 2026
Switzerland
erplight.ch

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

Prospero Suite

Prospero Suite

FINARTIS
Winbiz

Winbiz

FIDUCIAL WINBIZ SA
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Fusion Invest

Fusion Invest

Finastra

Categories

Categories

ERP

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

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

Integrations

Apiax

Integrations

Apiax
Claim Assetmax and update features and information
Claim Assetmax and update features and information
Claim ERPLight and update features and information
Claim ERPLight and update features and information