Next-Level WealthTech: Assetmax Masterclass Series


All five sessions are now available on demand. Register below and you'll receive an email with links to all the recordings — watch at your own pace.

Roadmap Update – What’s Ahead
⏺ NOW AVAILABLE ON DEMAND
Focus: Gain insight into the future of Assetmax: New integrations, smarter risk tools and enhanced structured product handling

Deep Dive – Core Portfolio Tools
⏺ NOW AVAILABLE ON DEMAND

Focus: 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.

How to better serve your client: Reporting & Portals 
⏺ NOW AVAILABLE ON DEMAND

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

Private Equity Module 
⏺ NOW AVAILABLE ON DEMAND

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

Deep Dive – Market Data Integration
⏺ NOW AVAILABLE ON DEMAND

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

Why you should attend

  • Catch up on key updates, new features, and roadmap highlights
  • Learn how to make the most of what’s already available in Assetmax
  • Understand how additional modules can solve specific operational challenges

Who should attend
  • Assetmax users
  • Professionals in reporting, operations and compliance
  • Advanced evaluators exploring Assetmax capabilities in detail.

Register now to receive all five on-demand recording links directly to your inbox — and stay ahead with Assetmax.