Browse Software
+ List Your Product
Loading...

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

Video Thumbnail

Pricing

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.

Assetmax Alternatives

View All Assetmax Alternatives

Assetmax Reviews

User Rating

5/5 (Based on 1 Ratings)

Do You Use Assetmax?

Be The First One To Review!

Write a Review

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

https://www.assetmax.ch/

Social Media Handles

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at feedback@saasworthy.com

We understand SaaS better

SaaSworthy helps stakeholders choose the right SaaS platform based on detailed product information, unbiased reviews, SW score and recommendations from the active community.

icon

Buyers

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.

icon

Makers

Want more customers?

Our experts will research about your product and list it on SaaSworthy for FREE.

Get Listed