Assetmax

Assetmax

Fimax AMS
SOLIAM

SOLIAM

VERMEG
+
+

Related Products

  • Sage Intacct
    7,410 Ratings
    Visit Website
  • Sharesight
    500 Ratings
    Visit Website
  • Dynamo Software
    67 Ratings
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • JSCAPE MFT Server
    182 Ratings
    Visit Website
  • Windocks
    7 Ratings
    Visit Website
  • Zil Money
    604 Ratings
    Visit Website
  • CompAccelerator
    29 Ratings
    Visit Website
  • Proton Mail
    108,629 Ratings
    Visit Website

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

SOLIAM by Vermeg is a comprehensive core solution offering real-time oversight of investments, tailored for Asset Owners and Wealth Managers. It supports multi-custodian and multi-account keeping, facilitating efficient front-to-middle office process management. For Asset Owners, SOLIAM provides a unique platform for position-keeping, financial decision-making, and regulatory compliance (MIFID II, Solvency II, IFRS 9), along with a robust ALM engine and automated risk reporting. For Wealth Managers, SOLIAM delivers customizable solutions for advisory/discretionary processes, fiscal allowances, and a wide range of financial instruments. Both versions enhance operational efficiency, reduce risks, and offer scalability and regulatory compliance.

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

Asset owners, wealth managers, financial institutions, and regulatory/compliance teams seeking efficient, compliant investment management solutions.

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

No images available

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

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

Review this Software

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

VERMEG
Founded: 1993
Netherlands
vermeg.com

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

MoneyWare

MoneyWare

Miles Software (EbixCash)
Axia Suite

Axia Suite

Profile Software
Prospero Suite

Prospero Suite

FINARTIS
M2Advisor

M2Advisor

M2Wealth
FamilyWealthGuru

FamilyWealthGuru

FACT Software Group
Assetmax

Assetmax

Fimax AMS
Fusion Invest

Fusion Invest

Finastra
Contemi Wealth Intelligence

Contemi Wealth Intelligence

Contemi Solutions

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

Integrations

Apiax
Claim Assetmax and update features and information
Claim Assetmax and update features and information
Claim SOLIAM and update features and information
Claim SOLIAM and update features and information