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About Assetmax

Assetmax is a powerful integrated software platform designed to streamline the main business processes of every wealth managers: portfolio management, compliance and client data management, invoicing and reporting. Assetmax is web based, can be installed on premise or in the cloud.

Founding Member of the OpenWealth Association

Address Zurich

Assetmax AG
Talstrasse 25
8001 Zürich

Address Lugano

Assetmax AG
Via S. Balestra 22A
6900 Lugano

Contact Info

Phone: +41 44 251 00 80

Email: info@assetmax.ch

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