Assetmax
By Assetmax
Investment Portfolio Management Software
Onetime(Perpetual License)
About
Assetmax is a wealth management software that is utilised by several wealth managers and institutions. The software helps with efficient data processing and link-based multi custody solution. Assetmax offers a wide range of services, allowing the clients to reach their goals. The implementation of a wealth management platform is a project that encompasses and may transform the whole firm. Assetmax discovers and, where feasible, automatically corrects, enriches, and normalises data before loading it into the business account. Moreover, the platform has a support team that helps customers take full advantage of its functionality. Detailed training sessions are also available.
Pricing
Assetmax
USD0
- Client Management Process
- Portfolio Management Process
- Simplified Access to Assetmax’s data
- Reporting and Designer
- Fees and Profitability
- Portfolio Management
- Compliance and Client Data
- Client Management Process
- Portfolio Management Process
- Simplified Access to Assetmax’s data
- Reporting and Designer
- Fees and Profitability
- Portfolio Management
- Compliance and Client Data
User Reviews
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Frequently Asked Questions
How much does Assetmax cost?
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Assetmax offers 1 pricing plan(s):
- Assetmax — USD0.00
Does Assetmax offer a free trial?
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Assetmax does not currently offer a free trial.
What support does Assetmax provide?
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Assetmax provides Online (Ticket) support.
Is Assetmax cloud-based or on-premise?
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Assetmax is Cloud Hosted software.
What training resources does Assetmax offer?
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Assetmax provides Help Guides,Blogs,Video Guides for training.
