Company

Over the last months we have strengthened our team in many areas:
  • Silvan Fornaro, a seasoned Sales Manager who will be leading our growth
  • Denise Comba, an experienced Project Manager to help us plan and achieve our goals
  • Elia Noris, a Mathematician and Software Engineer who will focus on features for institutional clients
  • André von Mentlen, an Onboarding Specialist who will lead new client setup’s and further strengthen our team as Relationship Manager
  • Ellen Bruen, who is very experienced in relationship management and with Assetmax since 2 years has been appointed Head of Client Relationship Management
  • Marc Wandfluh, an experienced Portfolio Manager helping us as a Relationship Manger to ensure highest service standards for you

Solution

We worked hard during the past months to enhance our solution for you.
Take a look at our highlights:

Investment Proposal
We have just released this exciting feature to create pixel perfect investment proposals to show your company and investment ideas in the best light to new and existing clients.

Calculation of Yield and Duration Figures
We have added our in-house calculations on Yield to Maturity, Yield to Worst, Macaulay Duration and many more to improve our fixed income analytics.

Bloomberg Portfolio Upload
With this new functionality you can upload your portfolios within seconds from Assetmax to Bloomberg.

New Standard Queries
Get access to very useful and pre-defined queries to access data such as all addresses, all birthdays, AuM history, contact protocols and many more.

Cash Flow Projection
Get a clear view on upcoming cash flows to best serve your clients and reinvest coupons, dividends, etc. as soon as possible.

New Transaction Input Mask
With our new transaction input mask there comes several new possibilities such as setting the trading value in percentage of the portfolio or the position.

New P&L Reporting Component
Get a granular view on how your client’s P&L was generated and directly add it to your reports to get prepared for your next client meeting.

Performance Attribution
Our new performance attribution analytics empower you to see where your performance differences against benchmark are coming from, divided in allocation, selection and interaction.

Crypto Assets
Through our new link to Bitcoin Suisse, Assetmax can automatically load crypto positions, transactions, and prices. In the future we will add electronic trading functionality through FIX. Bitcoin Suisse makes crypto investments suitable to professional investors through their offering of brokerage, custody, auditing, research and AML services.

Media

Check out our latest interview with Finews where we are talking about the future of Wealth Management and Assetmax: Massimo Ferrari: «Superreiche wollen Schnittstellen zu uns» (finews.ch)

Other

We are proud to be one of the founding members of the OpenWealth Association where we will bring in our strong knowledge around APIs and Wealth Management.

Massimo Ferrari «The OpenWealth format has all the prerequisites to become a standard. Comprehensive, modern, open and developed by industry experts according to real-world requirements.»