Solution introduction
Assetmax core technology is mature, tested and business proven
We offer this technology to banks, fintechs or service providers who intend to build new applications re-using the standard multi-custody PMS, CRM, invoicing or reporting functionality provided by assetmax
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 via APIs.
This set of core functionality for wealth management can be used as the basis for the development of additional products like an e-banking platform for professional clients or an online investment management portal to onboard clients and offer investment strategies.
2. Multi custody for banks
Assetmax multi custody solution allows banks or service providers to highly automate and digitize the retrieval of data (positions and transactions) from external custodians.
The solution encompasses a software module (assetmax middleware to download, enrich, validate data from external custodians) and a data quality service by our backoffice team.
3. OpenWealth adapter
We are founding partners of the OpenWealth initiative, which develops an API Standard and is a community for wealth management.
Our OpenWealth adapter is based on our multi custody parsers technology to provide a translation from a data feed format into the OpenWealth format, and offers thus a cost effective solution to comply with the standard without providing the format natively.
