In five focused sessions, we’ll walk through key updates, overlooked features, and advanced modules — all shaped by real-world challenges in the Wealthtech markets.
Roadmap Update – What’s Ahead
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ON-DEMAND |
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Focus: Gain insight into the future of Assetmax: New integrations, smarter risk tools and enhanced structured product handling
Deep Dive – Core Portfolio Tools
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ON-DEMAND |
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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
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ON-DEMAND |
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Focus: Turn data into impact: Understand how integrated reporting and modern client portals can elevate your client experience.
Private Equity Module
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ON-DEMAND |
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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
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12 March 2026 |
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14:00-14:30 CET |
Focus: Discover how seamless market data integration can transform your daily operations and unlock smarter decision-making.
Why you should attend
- Be the first to learn about upcoming enhancements and roadmap milestones
- 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.
Stay informed, discover what’s new, and see how Assetmax continues to evolve with your needs.
