AssetMax

Assetmax is a Swiss software for independent asset managers, family offices, and banks with integrated multi-custody portfolio management, client relationship management, invoicing and reporting.

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Products and services

Assetmax is an integrated software platform designed to streamline the main business processes of every wealth manager: portfolio management, compliance and client data management, invoicing and reporting. Assetmax is web-based and can be installed on-premise or in the cloud.

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Support & Services

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