Who Uses This Software?

Independent asset managers, wealth managers and family offices.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Fimax AMS
  • www.assetmax.ch

About Assetmax

Complete and flexible software platform for Independent Asset Managers and Family Offices.


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Assetmax Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

Assetmax Reviews

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