Streamline your wealth with Assetmax.
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 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
Assetmax offers custom pricing plan
Large Enterprises
Medium Business
Small Business
SaaS/Web/Cloud
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Free Trial
Not available
Assetmax Pricing
Assetmax offers custom pricing plan
Pricing Model
Paid Plans (Quotation Based )
User Review
SE
samuel e
07/29/19
"Very unique software for efficient management of client, risk, fund, accounting and benchmarking. "
What do you like best about Assetmax? This system amazes me since it is able to measure an organization's level of performance by clearly showing a ...
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Contact
+41 44 251 00 80
Customer Service
Online
Location
zurich, Switzerland
Stuck on something? We're here to help with all the questions and answers in one place.
Some top alternatives to Assetmax includes ClientAccessWeb, Morningstar Direct, Morningstar Office, MProfit and Portfoliopilot.
Yes, Assetmax provides API.
No, Assetmax doesn't provide mobile app.
Assetmax is located in zurich, Switzerland
Assetmax offers Quotation Based pricing model
The starting price is not disclosed by Assetmax. You can visit Assetmax pricing page to get the latest pricing.
Researched by Rajat Gupta
