Marg Assetmax

Marg ERP 9+

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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.
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Assetmax

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

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WHAT YOU WILL GET
  • 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

Key Specification

Other Categories:
AI Investment Portfolio Management Software
Deployment: Cloud Hosted
Customer Support: Online (Ticket)
Customization: No
Languages Support: English

Who uses Assetmax

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Assetmax
  • Headquarter: Zurich, Zurich Switzerland

Assetmax Description

Assetmax Video

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Assetmax has 1 plans,

  • Assetmax USD 0.00

Assetmax provides Online (Ticket) support.

Assetmax is not allowing Free Trial.

Assetmax provides Help Guides,Blogs,Video Guides for the software training.

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