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.

Consolidated Reporting
CRM
Portfolio Management

Country

Switzerland

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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.

History

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.

In the media

Simple solutions for complex times.

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AssetMax

Contact AssetMax

Few more questions...

Products and services

Categories

Consolidated Reporting
CRM
Portfolio Management

Country

Switzerland

About the business

History

About the owners and the team

Do you work for AssetMax?
You can enrich your data with Simple and reach the next generation of client.

Simple solutions for complex times.

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Companies

Community

AssetMax

Contact AssetMax

Few more questions...

Products and services

Categories

Consolidated ReportingCRMPortfolio Management

Country

Switzerland

About the business

History

About the owners and the team

Do you work for AssetMax? You can enrich your data with Simple and reach the next generation of client.

Simple solutions for complex times.

Consolidated Reporting
CRM
Portfolio Management

Do you work for AssetMax?
You can enrich your data with Simple and reach the next generation of client.