Audience
Integrated software platform designed to streamline the main business processes of wealth managers
About Assetmax
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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Integrations
Company Information
Fimax AMS
Founded: 2013
Switzerland
www.assetmax.ch
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Product Details
Platforms Supported
Cloud
On-Premises
Training
Live Online
Support
Phone Support
Online
Assetmax Frequently Asked Questions
Assetmax Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management
Payroll & Commissions
