Assetmax is a wealth management software for independent asset managers, banks, and family offices, providing multi-custody portfolio management, invoicing, client relationship management and reporting services. Assetmax is a reputable solution that is utilised by several wealth managers and institutions. Also, the software helps with efficient data processing and link-based multi custody solution. Since 2016, Assetmax has been used by independent asset managers and banks. Furthermore, the software provides real-time integration with third-party solutions, enabling additional functionality and programmable through APIs. Assetmax offers a wide range of services, allowing the clients to reach their goals. The implementation of a wealth management platform is a project that encompasses and may transform the whole firm. Assetmax discovers and, where feasible, automatically corrects, enriches, and normalises data before loading it into the business account. Moreover, the platform has a support team that helps customers take full advantage of its functionality. Detailed training sessions are also available.
Pricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Free Trial
Not available
Pricing Options
Premium Plans ( Quotation Based )
Pricing Plans
Assetmax Custom
Features
Disclaimer: The pricing details were last updated on 04/12/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Assetmax Pricing.
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Strategy Comparison
What are the top alternatives for Assetmax?
Does Assetmax provide API?
Yes, Assetmax provides API.
Vendor Details
zurich, SwitzerlandContact Details
+41 44 251 00 80
https://www.assetmax.ch/
Social Media Handles
This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.