Swiss wealth management is undergoing a period of significant change – a digital transformation is essential. 

In an industry driven by technological innovation and rising client expectations, Swiss wealth managers and private banks face the challenge of streamlining workflows, meeting regulatory demands, and delivering a compelling digital experience. Infront's Assetmax aims to address these needs at the highest level. While personal advisory services remain important to many investors, the transfer of wealth to a younger generation of heirs requires modern digital offerings and new channels that meet transparency standards.
 

The Infront Assetmax solution suite supports large wealth managers and private banks, as well as boutique firms and family offices, by consolidating core functions like portfolio management, compliance, and client relationship management into a single platform with top-tier usability. It's a clear advantage over legacy systems, which often demand significant time and resources to maintain.

The Right Tools for Any Market Condition

Competition in wealth management is intensifying, and many institutions are turning to technology partners to tackle key challenges. Assetmax by Infront offers cloud-based trading tools that enable wealth managers to implement investment strategies across multiple asset classes. The system ensures benchmarks are exceeded and integrates seamlessly with custodians to handle complex trading functions.
 

The platform provides users with access to market data, trading information, and insights on valuation, risk services, and trading technology. It also allows users to retrieve specific data, including ESG metrics and regulatory compliance updates.
 

Renzo Zanetti, COO of Prosperis Wealth Management AG, highlights Assetmax’s importance in their daily operations: “Assetmax is essential to our day-to-day work, particularly due to the integration of Infront's data, which offers the same high-quality data at a significantly lower cost.”

Tailored Solutions – For Large Banks and Small Asset Managers

Large banks managing their own funds can also benefit from Assetmax’s advanced features, offering a comprehensive solution that facilitates efficient, scalable processes without the need for traditional spreadsheets. Moreover, Assetmax enables consolidated analysis of portfolios and multi-asset funds across various asset classes.
 

One standout feature is the scenario analysis tool, allowing wealth managers to simulate market changes' impact on client portfolios and make informed investment decisions. These tools are critical for optimizing portfolio performance while maintaining accurate records of transactions and holdings.
 

Smaller asset managers face growing pressure from rising fixed costs and regulatory demands. Assetmax provides an ideal solution, combining all necessary tools into a single system that helps boutique managers reduce costs while maintaining high standards. The platform also supports the integration of additional data fields, such as investments in non-bankable assets like real estate or jewelry. Family offices and other players who invest in areas like venture capital or private equity can also benefit from these features.

Digital Client Experience: Flexibility and Trust

Modern clients expect not only personalized advice but also digital solutions that give them access to their assets at any time. With Assetmax, wealth managers can meet these expectations through a user-friendly mobile app or online portal. This digital flexibility builds client trust and fosters long-term relationships. The platform also ensures clients have access to transparent reporting, upholding the highest standards of transparency.

Client Management and Compliance: Efficiency Through Automation

Efficient client management is another key aspect of modern wealth management. Assetmax enables wealth managers to standardize client onboarding and optimize processes through automated KYC procedures. The platform also simplifies compliance with data protection regulations, paving the way for the future of wealth management.

Assetmax by Infront: The Right Solution for a Changing Industry

Rising competition, increasing costs, and stricter regulatory requirements make modern technology solutions indispensable. Assetmax by Infront offers a comprehensive cloud-based platform that unites all essential functions of wealth management, establishing itself as the market leader in Switzerland. The solution drives cost savings and operational efficiency, allowing providers to focus on enhancing client satisfaction.