Assetmax
Contact usAbout the partnership
Assetmax is a leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting. Assetmax is a trusted solution used by several wealth managers and banks to manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulation.
Key features
- Multi custody portfolio management system
- Client relationship management
- Invoicing & reporting