Next-Level WealthTech: Assetmax Masterclasses

In five deep-dive sessions, we’ll walk through key updates, overlooked features, and advanced modules — all shaped by real-world challenges in the Wealthtech markets.
Our sessions are tailored for professionals in reporting, compliance, and operations. Ideal for both current Assetmax users and in-depth evaluators.

04 September 2025 | 10:00–10:30 
Gain insight into the future of Assetmax: New integrations, smarter risk tools and enhanced structured product handling

16 October 2025 | 14:00–14:30

Cover the full portfolio overview: From asset allocation and performance measuring to detailed risk analysis, rebalancing and managing non-bankable assets, all across multi-custody setups.

27 November 2025 | 14:00–14:30

Turn data into impact: Understand how integrated reporting and modern client portals can elevate your client experience.

22 January 2026 | 14:00–14:30

Tackle the complexity of private assets. Learn how to simplify your workflows and boost transparency with our Private Equity module.

12 March 2026 | 14:00–14:30

Discover how seamless market data integration can transform your daily operations and unlock smarter decision-making.