Products

Assetmax is a leading Swiss software for independent asset managers, family offices and banks with integrated multi custody portfolio management, client relationship management, invoicing and reporting.

Assetmax is the core technology shared by all our products: the assetmax wealth management product, the Evooq IAM cloud platform and our integration solutions.

Assetmax

Our flagship product for independent asset managers and family offices.
A highly customizable web based platform, covering all processes needed to manage an efficient business.

Evooq IAM Portal

Our cloud-only solution for smaller independent asset managers. A pre-configured solution which is both complete and cost-effective.

Integration Solutions

Our core technology can be integrated in other software products. We offer:

API functionality covering PMS, CRM, invoicing and reporting. Multi custody functionality for banks. OpenWealth API adapter.