--- title: "Assetmax Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Assetmax Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/149666/Assetmax/" page_type: "product" language: "en" --- # Assetmax Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Assetmax ## What is Assetmax? Cloud-based platform that lets businesses manage investment portfolios, front office operations and regulatory compliance. ## What is Assetmax used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Assetmax?[Manage this product listing](https://www.g2.com/products/assetmax/claim_requests/new?auto=true) ## Assetmax Overview Updated September 2026 AI summary Assetmax is cloud-based investment management software designed for small businesses seeking tools for portfolio management, compliance tracking, and risk management. It enables organizations to track investments, monitor performance metrics, and manage bonds, stocks, and commodity futures. Notable features include accounting, fund management, order management, and alerts, supporting asset managers with operational oversight and regulatory needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Assetmax 0.0 VS. [5.0 (12)](https://www.capterra.com/p/136411/Northstar-Risk-and-Performance-Analysis-Platform/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.9 (12) Value For Money 0.0 (0) Value For Money 4.7 (11) Customer Service 0.0 (0) Customer Service 5.0 (12) ## Assetmax alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) [Unity](https://www.capterra.com/p/275057/Unity/) [5.0 (3)](https://www.capterra.com/p/275057/Unity/#reviews) Starting price $3500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/275057/Unity/) [Pinnakl](https://www.capterra.com/p/189442/Pinnakl/) [5.0 (3)](https://www.capterra.com/p/189442/Pinnakl/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/189442/Pinnakl/) ## FAQs about Assetmax Overview ### What company size and specific industries is Assetmax built for? Assetmax is designed for small to midsize businesses that need investment management software with portfolio management, regulatory compliance, audit logs, and data encryption. It is best suited to firms handling investment operations rather than a specific industry sector, especially organizations that manage assets and compliance requirements. Features and Usability ### What are the key features of Assetmax? Assetmax offers portfolio management with investments tracking, order management, and fund management for investment operations. It also includes accounting, fee management, and payroll and commissions, plus compliance tracking, risk management, performance metrics, alerts and notifications, and support for bonds, stocks, and commodity futures. Getting Started and Support ### What training and onboarding options does Assetmax offer? Assetmax provides in-person training, live online sessions, webinars, and documentation. In-person and live online formats support guided instruction, webinars cover group learning sessions, and documentation offers written reference material for self-paced review and feature lookup. Getting Started and Support ### What customer support options does Assetmax offer? Assetmax provides chat support. No reviewer feedback is available about support experiences, so there is no evidence to describe response times, helpfulness, or common frustrations. Users seeking assistance can rely on chat as the listed support channel for product questions and account-related help. ## Features AI summary Based on 877 Hedge Fund reviews Capterra data shows that buyers of Investment Management software rank the following features as their top priorities: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Assetmax supports **Performance Metrics** and **Investments Tracking**, giving firms a way to monitor portfolio results and keep a close watch on holdings over time. However, it does not offer **Reporting/Analytics**. Instead, it provides **Portfolio Management** (**40%**) and **Benchmarking** (**38%**), which can help teams oversee asset allocation and compare results against targets or market standards, helping businesses make more informed investment decisions and track performance with greater clarity. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Benchmarking Compare key metrics for the business against prominent players in the industry Bonds/Stocks Purchase and track both bonds and stocks in the portfolio Client Management Manage contact details and communication with clients Commodity Futures Track and trade contracts to transact in tangible goods at a certain price in the future Assetmax 15 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonds/Stocks: Purchase and track both bonds and stocks in the portfolio - Client Management: Manage contact details and communication with clients - Commodity Futures: Track and trade contracts to transact in tangible goods at a certain price in the future - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Fee Management: Track collected or paid charges for services performed or access granted - For Investors & Traders: Used by retail investors and active traders/day traders - Fund Management: Manage allocation and performance of financial assets - Investments Tracking: Monitor capital allocation and asset prices over time - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties --- ## Pricing ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.