It’s been a busy 12 months since Infront’s acquisition of Switzerland based Assetmax. With the integration of the businesses now complete and starting to bear fruit, it’s the perfect time to look back over the achievements of the last year and look at what Infront Assetmax can offer wealth managers now and in the near future.

Bigger, better data
 

At the core of the integration of Assetmax and Infront was the opportunity to combine an innovative portfolio management platform with the data catalogue of one of Europe’s leading financial data providers.
 

Infront Assetmax customers benefit as the platform is now offered with pre-bundled packages of data from Infront’s catalogue. Until recently, only data provided by SIX was included. But with data direct from Infront, it is both cheaper for customers and easier to measure actual data usage since Infront adds a new pricing model.

 

Cloud power, plus more integrations
 

The scalability and flexibility of Infront Assetmax is being dramatically improved through the adoption of a secure and Swiss cloud architecture. This transition to Amazon Web Services has already been in deployment for the first major Infront Assetmax client, highlighting our commitment to providing a robust, secure and scalable solution that meets the needs of today's dynamic financial markets.
 

Alongside this, new services and functionalities are in the process of being added to the platform, meaning that existing Infront offerings and connections will be made available to Infront Assetmax customers. This includes Infront’s valuation and risk services, which are being integrated into the Infront Assetmax portfolio management functionality.
 

Another major development upgrade will make around 150 connected (custodian) banks and brokers available to Infront Assetmax customers. That’s the largest population of interfaces that any portfolio solutions provider is able to cover in the DACH region.

 

Wealth Portal for end-customers
 

The introduction of the Infront Wealth Portal, integrated seamlessly with Assetmax, offers a direct window into portfolio performance for end-customers. Whether dealing with bankable or non-bankable assets, users can effortlessly monitor their investments and transactions, all within a unified platform. The forthcoming mobile app will further enhance this accessibility, putting wealth management literally at our clients' fingertips.

 

Multi-language support for a growing client base
 

Recognising the diverse needs of our client base, Infront Assetmax is now available in multiple languages, including German, English and Italian. With Infront’s decades of experience across Europe, we know how important it is to be able to work in your own language.
 

This commitment, coupled with our rapidly growing clientele of private banks, wealth and asset managers, and family offices, underscores Infront Assetmax’s position as a preferred solution for wealth management across Europe.
 

That’s why Infront portfolio solutions combined have already attracted over 500 clients, covering around 500,000 wealth accounts and €200 billion assets under management.

 

See what Infront Assetmax can do for you
 

Get in touch to discuss how we can help grow your business by requesting a free demo of Infront Assetmax today.