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
Q: What kinds of users and organization types does Assetmax work with?
Assetmax works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Assetmax support in their product?
Assetmax supports these languages: English.
Q: What kind of support options does Assetmax offer?
Assetmax offers support via phone support and online.
Q: What other applications or services does Assetmax integrate with?
Assetmax integrates with: Apiax.
Q: What type of training does Assetmax provide?
Assetmax provides training in the form of live online.
Assetmax Product Features
Investment Management
Accounting Management
Supported
Benchmarking
Supported
Bonds / Stocks
Supported
Client Management
Supported
Commodities
Supported
Compliance Reporting
Supported
Data Import / Export
Supported
For Investment Advisors
Supported
For Investors & Traders
Supported
Fund Management
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Risk Management
Supported
Payroll & Commissions
Not Supported
