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.

About the business

Assetmax AG develops and maintains an integrated wealth management software solution for external managers, family offices and banks: Assetmax. The company's software delivers process automation, reduces operation risks, and optimises costs, enabling external managers, family offices, banks, and other clients to stay compliant to local rules and updated about regulatory requirements.


The company was founded in 2013 by Massimo Ferrari.

About the owners and the team

The company is owned by Massimo Ferrari and employs more than 20 people in R&D, back office, business development and on-boarding projects.

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