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About Assetmax

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.

Screenshots & Videos

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Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Online

Assetmax Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

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.

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Assetmax Reviews

User Rating

5/5 (Based on 1 Ratings)

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Videos on Assetmax

Assetmax FAQs

Does Assetmax provide API?

Yes, Assetmax provides API.

Assetmax Contact

Vendor Details

zurich, Switzerland

Contact Details

+41 44 251 00 80

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