Assetmax is an investment management software for independent asset managers. It includes compliance, portfolio management, invoicing, reporting, back-office.
Assetmax is an investment management software for independent asset managers. It includes compliance, portfolio management, invoicing, reporting, back-office.
Customer Reviews
samuel e.
Advanced user of AssetmaxThis 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.
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.
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.
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.