Assetmax is an investment management software for independent asset managers. It includes compliance, portfolio management, invoicing, reporting, back-office.

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10.0/10 (Expert Score) ★★★★★
Product is rated as #3 in category Investment Portfolio Management Software
Ease of use
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Ease of Setup

Assetmax is an investment management software for independent asset managers. It includes compliance, portfolio management, invoicing, reporting, back-office.

Assetmax
Assetmax

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Customer Reviews

Assetmax Reviews

samuel e.

Advanced user of Assetmax
★★★★★
Very unique software for efficient management of client, risk, fund, accounting and benchmarking.

What do you like best?

This system amazes me since it is able to measure an organization's level of performance by clearly showing a manner in which workers are performing their mandated tasks that links to the general performance of the institution in achieving their goals.

What do you dislike?

Nothing to declare negatively when using this system because the system just works better in handling of financial institution's in flowing of cash and building stronger customer relationship.

Recommendations to others considering the product:

Super system for enhancing client satisfaction, managing accounts, benchmarking and administering of funds easily and efficiently thus greatly recommending the use of this software by others no regrets in using this system.

What problems are you solving with the product? What benefits have you realized?

With the use of this system I'm able to easily identity,assess and to control the institution's capital and earnings, showing of the the progress of the institution by revealing how workers are doing their tasks and effectively differentiating benchmarking process.

Review source: G2.com

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