Streamline your wealth with Assetmax.
(1 rating)
Assetmax offers custom pricing plan
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Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client relationship management and reporting capabilities, Assetmax helps financial institutions streamline their operations. Since 2016, it has ... Read More
7.0/10
Spot Score
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Contact
+41 44 251 00 80
Customer Service
Online
Location
zurich, Switzerland
Assetmax is a comprehensive wealth management platform built for independent asset managers, banks, and family offices. Thanks to its multi-custody portfolio management, invoicing, client relationship management and reporting capabilities, Assetmax helps financial institutions streamline their operations. Since 2016, it has been used to process data efficiently and link multiple custodian solutions. In addition, Assetmax offers real-time integration with third-party applications and is programmable via APIs. It serves as an end-to
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
Researched by Rajat Gupta
