Join 500+ Wealth Managers and Boost Your Performance
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Enjoy seamless multi-custody management, CRM, advanced trading, market data, and a dynamic client portal—all in one or tailored to your needs
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Spend more time with your clients—we’ll take care of the rest
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Success Stories from our clients
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.
