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 direct hands-on experience, frustrated about the existing systems, which barely helped in managing portfolios while completely ignoring the profound changes that afflicted the financial industry and completely modified the way IAMs must operate.