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What is Assetmax and how does it work? Assetmax is a software designed for independent asset managers, banks, and family offices. It offers various services such as multi-custody portfolio management, invoicing, client relationship management, and reporting. Trusted by numerous wealth managers and institutions, Assetmax aids in efficient data processing and provides a link-based multi custody solution. Since 2016, independent asset managers and banks have been using Assetmax. Additionally, the software allows real-time integration with third-party solutions, offering additional functionality that can be programmed through APIs. With a wide range of services, Assetmax helps clients achieve their goals. When implementing the wealth management platform, the entire firm may be transformed, and Assetmax assists in discovering, correcting, enriching, and normalizing data before loading it into the business account. The platform also offers a dedicated support team and detailed training sessions to help customers make the most of its features.

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Assetmax Pricing Model

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Features

Technical Details

  • SupportOnline
  • Customer TypeLarge Enterprises Medium Business Small Business
  • API
  • Location / Phone Numberzurich, Switzerland / +41 44 251 00 80
  • DeploymentSaaS/Web/Cloud
  • Official Website https://www.assetmax.ch/
  • CategoryInvestment Portfolio Management Software

Author

Picture of David Bond

David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.