Assetmax
HQ Address
Uraniastrasse 35, 8001 Zurich, Switzerland
Website Address
Business introduction
Wealth management software
Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulation
Assetmax was founded in 2013 by expert practitioners in wealth management, asset management and IT. Assetmax employs more than 30 specialists in its offices in Lugano and Zurich and serves 60 clients (independent asset managers, family offices, institutionals and banks), making it the leading Swiss platform for Swiss independent asset managers.
Our mission is to design the most complete, modern and intuitive software platform for wealth managers. We relieve our clients from repetitive, automatable work. We help our clients stay up to date with technological and regulatory changes.
Assetmax Solutions
Assetmax
ASSETMAX includes everything you need to simplify your work, from front to back. Advanced portfolio management, regulation-focused compliance and CRM, sophisticated risk management, compensation calculation, bank commissions control and flexible reporting are only a part of the innovative features and cutting-edge technology. Built by the pros for the pros. ASSETMAX was created by professionals with decades of......
business needs
- Data Management & Analysis
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Evooq IAM Portal
Assetmax and Evooq partnered to build a new integrated platform for IAM based on assetmax and evooq technologies. This platform is cost efficient, cloud only, preconfigured and includes a multi issuers technology....
business needs
- Digital Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Integration Services
1. API Our API server offers Web Service APIs to access the whole wealth management functionality spectrum of assetmax. Multi custody data consolidation, transaction simulation, group transactions, rebalancing, PEP checks, flow of funds checks, KYC validation, management fees calculation, stamp duty calculation, are some of the functionalities which can be accessed programmatically......
