Fimax AMS AG Launches Assetmax, the Most Complete and Modern Software for Independent Asset Managers and Family Offices

Fimax AMS AG announces the public release of Assetmax, the integrated solution for independent asset managers and family offices.


Zurich, Switzerland -- (SBWIRE) -- 10/29/2015 -- The innovative software is designed to cover current business needs for asset managers at 360°: Assetmax is a modern, browser-based application that covers compliance, portfolio management, consolidation and reporting as well as invoicing and profitability calculations.

Assetmax was designed and built from scratch over the past 7 years by a team of Swiss financial professionals with strong hands-on experience on independent and institutional asset management, back office, compliance and financial software development.

"We are thrilled to release Assetmax after years of development and extensive private testing", said Massimo Ferrari, CEO of Fimax. "The business for independent asset managers is changing fundamentally due to increased regulation, lower profitability, higher transparency and information requirements, and more demanding customers. Assetmax has been designed with the ambitious focus to automatize all business processes and relieve IAMs from the unbearable administrative burden and information overload, allowing them to focus back on what counts most: clients and performance."

The application focus lies on efficiency and automation. "One of our clients used to reconcile manually more than 800 accounts, taking the whole day and assuming as correct more than half of the transactions; with Assetmax it takes less that one hour to complete the reconciliation by analyzing and matching every single transaction," shared Sven Mueller, head of Fimax's Back Office services. By using very efficient technologies and design, Assetmax can scale seamlessly from 1 account to thousands without any changes in functionality and reliability, making it the system of choice for smart IAMs of any size.

According to most experts, the trend of raising costs and regulation is not going to reverse. "Compliance is the fastest growing cost on all levels and without a specialized and flexible solution such as Assetmax it will be soon impossible to remain within the law." stated Andrea Poretti, CEO of Crossinvest, a large Swiss asset manager. In fact, Assetmax's compliance data is integral part of the system, allowing for instance to automate AML controls, analyze cross-border issues and conduct real-time product suitability checks, making these and any other future cumbersome mandatory compliance duty a breeze.

About Fimax
Fimax AMS AG was founded by a group of experienced professionals in independent asset management, portfolio management, back office and financial software development. Aside from Assetmax, the company offers back-office services and develops compliance systems for banks worldwide through its subsidiary BRP Software AG, a joint venture with legal & compliance powerhouse BRP SA in Geneva, Switzerland.

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