Overview
Assetmax provides an integrated wealth management software platform for independent asset managers, family offices, and banks. The web-based platform can be deployed on-premise or in the cloud and combines multi-custody portfolio management, CRM, invoicing, reporting, risk and compliance tools, plus a client portal. It differentiates itself through a comprehensive, single-system approach with multi-custody support and tight regulatory tooling, plus ongoing integration with Infront’s data ecosystem for cloud readiness and European expansion, including ESG, tax, and multi-currency features. Its goal is to automate back-office and front-office operations, reduce costs and risks, ensure compliance, and help wealth managers scale services across Europe.
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Simplify's take
What believers are saying
- 16 October 2026 Unplex partnership monetizes AI Workspace as an add-on across existing clients.
- 24 August 2026 Luca Angelini appointment accelerates Assetmax and Portfolio Manager roadmap execution.
- Q2 2026 headcount reached 446 FTEs, showing continued investment despite portfolio changes.
What critics are saying
- Infront sold vwd TransactionSolutions on 17 June 2026, signaling portfolio simplification pressure.
- Assetmax faces FNZ, Avaloq, and SimCorp competition on core wealth workflows by 2027.
- If AI Workspace adoption stalls, Infront's 2026 differentiation collapses into commoditized data pipes.
What makes Infront unique
- Infront unifies Assetmax, Portfolio Manager, and market data into one workflow stack.
- June 2026 MCP and Agentic Workspace embed AI inside regulated wealth-management processes.
- APAC OpenWealth connectivity on 16 April 2026 reduces bespoke custody integrations for EAMs.
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