Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Oversee investment portfolios through multiple custodians, ensuring that data is easily accessible and aligned with client goals and regulatory standards. Assetmax stands out as the premier Swiss software choice for independent asset managers, family offices, and financial institutions, offering an all-in-one solution for multi-custody portfolio management, client relationship management, invoicing, and comprehensive reporting. Wealth managers and banks rely on Assetmax for its reputable and trusted capabilities. This software solution is not only comprehensive and sophisticated but also seamlessly integrates various functions for optimal efficiency. Available as a web-based application, it offers flexibility with options for on-premise installation or cloud deployment. Assetmax is designed to adapt to the evolving needs of the financial industry.
Description
ERPLight is a simple Swiss invoicing app for freelancers and small businesses. Create quotes, orders and invoices with a Swiss QR-bill in seconds, without accounting knowledge; the QR-bill works with every Swiss bank. The Starter plan is free forever with cloud storage included. Pro (CHF 14.90/month) adds logo, customer database, expenses, payment reminders, email sending and time tracking. Business (CHF 29.90/month) adds bank reconciliation, recurring invoices, invoices in EUR and postal letter sending. Web app with servers in Europe (nDSG/GDPR). Not a full accounting or payroll suite.
API Access
Has API
API Access
Has API
Integrations
Apiax
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
CHF 0 (Free Plan)
Starter: CHF 0 (free forever, unlimited documents, cloud storage included). Pro: CHF 14.90/month or CHF 178.80/year. Business: CHF 29.90/month.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Fimax AMS
Founded
2013
Country
Switzerland
Website
www.assetmax.ch
Vendor Details
Company Name
ERPLight
Founded
2024
Country
Switzerland
Website
erplight.ch
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management