Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Oversee investment portfolios through multiple custodians, ensuring that data is easily accessible and aligned with client goals and regulatory standards. Assetmax stands out as the premier Swiss software choice for independent asset managers, family offices, and financial institutions, offering an all-in-one solution for multi-custody portfolio management, client relationship management, invoicing, and comprehensive reporting. Wealth managers and banks rely on Assetmax for its reputable and trusted capabilities. This software solution is not only comprehensive and sophisticated but also seamlessly integrates various functions for optimal efficiency. Available as a web-based application, it offers flexibility with options for on-premise installation or cloud deployment. Assetmax is designed to adapt to the evolving needs of the financial industry.
Description
iPaladin functions as a cloud-based, secure digital family office system that effectively oversees the comprehensive management of both single and multi-family offices in today's complex environment. Its architecture is designed with military-grade, zero-trust security, ensuring that all documents, messages, actions, and user permissions remain tightly controlled and safeguarded. Featuring patented SmartRecords technology, iPaladin seamlessly combines document and service workflows into a cohesive system, enriching documentation with dynamic governance protocols, connections to entities or tasks, and unchangeable blockchain-inspired audit trails. The platform boasts over 150 pre-designed process templates (known as Services SmartRecords) that facilitate the automation of regular tasks, including compliance, tax management, trust administration, and scheduling, thereby promoting consistency, precision, and the effective management of critical operations. Additionally, users have the flexibility to create tailored workflows and dashboards that organize the relationships between entities, people, and assets, while also streamlining project task automation and enhancing communication channels among stakeholders. This comprehensive approach not only maximizes efficiency but also significantly improves collaboration within family offices.
API Access
Has API
API Access
Has API
Integrations
Apiax
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fimax AMS
Founded
2013
Country
Switzerland
Website
www.assetmax.ch
Vendor Details
Company Name
iPaladin
Founded
2008
Country
United States
Website
www.ipaladin.com
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
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management