ASSETMAX

Assetmax was founded in 2013 by expert practitioners in wealth management, asset management and IT. Assetmax employs more than 45 specialists in its offices in Lugano and Zurich and serves more than 80 clients (independent asset managers, family offices, institutionals and banks), making it a leading Swiss platform for Swiss independent asset managers... Assetmax is a powerful integrated software platform designed to streamline the main business processes of every wealth managers: portfolio management, compliance and client data management, invoicing and reporting. Assetmax is web based, can be installed on premise or in the cloud... 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. Find out why.

Also known as: Assetmax AG

Primary location: Lugano Switzerland