Assetmax Description

Manage portfolios across multiple custodians using readily available data. In compliance with customer regulations and objectives, you can also manage your own portfolios. Assetmax is the leading Swiss software for independent asset managers and family offices. It integrates multi custody portfolio management, client relationship management and invoicing. Assetmax is trusted by many wealth managers and banks. Comprehensive, integrated and sophisticated software solution. Web-based, it can be installed on-premises or in the cloud.

Integrations

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Company Details

Company:
Fimax AMS
Year Founded:
2013
Headquarters:
Switzerland
Website:
www.assetmax.ch

Media

Assetmax Screenshot 1
Assetmax Screenshot 1
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Product Details

Platforms
SaaS
On-Premises
Type of Training
Live Online
Customer Support
Phone Support
Online

Assetmax Features and Options

Investment Management Software

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