Reports are a fundamental communication mean and must reflect the uniqueness of the wealth manager’s service. To transmit this uniqueness, our reporting engine allows an unmatched customization of report templates to graphically distinguish your company.
Adapts your reports, invoices and letters online with our unique report designer. Let a professional graphic designer define templates and implement them pixel perfect in assetmax. Print reports in EN, DE, IT, FR, ES, RU or provide other translations.