Join 500+ Wealth Managers and Boost Your Performance
Over 500 wealth managers have chosen the secure, compliant, and integrated WealthTech solutions from Assetmax and Infront.
You can also spend more time with your clients and let your WealthTech system handle the rest. With our solutions, you get an unmatched mix of multi-custody portfolio management, compliant CRM, advanced trading, market data and dynamic client interaction, all in one.
You and your clients deserve it.
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Success Stories from our clients
With Assetmax we have our customer data and our portfolios under control and can operate the central portfolio management with a significant increase in efficiency. During the introduction phase of Assetmax we were closely accompanied and excellently supported the Assetmax team
Infront Assetmax has enabled us to perform precise performance analyses and manage complex investment strategies effectively. We are highly satisfied with the results.
We process billions of real-time quotes daily and deliver them directly to our users. Infront, our main supplier of stock quotes, is a long-standing partner whose reliability is indispensable for us and our users!
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360 workflow at your fingertips
Make, merge, and manage client portfolios. Build customer profiles, keep investments on track, rebalance existing portfolios and model new ones. Run reports, and stay ahead of regulation and compliance.
See for yourself how Assetmax from Infront can transform your Wealth Management
Questions?
- MiFID II and FinSA regulation-compatible CRM with KYC, investor profile forms and document management
- AML support including flow-of-fund checks, risk calculation, PEP checks
- Suitability and appropriateness checks
- Full audit log
- EU GDPR and Swiss Data Protection Act compliant
Absolutely. The solution comes with APIs for smooth connections to your inhouse systems for easy data transfer. so you can get information in and out of the system. Of course, we would love that it if you use the complete Infront WealthTech solution including our data.
Stories from leading Wealth managers
Read more on how our experience and expertise has helped transform our clients' wealth management and trading operations.
