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Assetmax - Investment Portfolio Management Software

Assetmax Pricing Plans & Top Alternatives in 2026

Streamline your wealth with Assetmax.

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Trusted by 2M+ software buyers annually.

Main Features

  • Investment Monitoring
  • Performance Analysis
  • Portfolio Management
  • Reporting

Pricing

  • Assetmax offers custom pricing plan

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Assetmax Pricing

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"Comprehensive wealth management"

Free Trial

Not available

Starting Price

Custom pricing

Pricing Model

Quotation Based
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Assetmax Pricing Plans Explained

Assetmax

Individuals & small teams
  • Client Management Process

  • Portfolio Management Process

  • Simplified Access to Assetmax’s data

  • Reporting and Designer

  • Fees and Profitability

  • Portfolio Management

  • Compliance and Client Data

Need a plan for 50+ users?

Get volume pricing, dedicated onboarding, and a custom contract. Switching from another tool? Assetmax supports data import to get you set up quickly.

Talk to Sales →

Pricing sourced from Assetmax's official website as of May 2026. For the latest pricing, visit their website.

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Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Assetmax does not offer a free trial or free plan. All plans are paid. Contact the Assetmax team for a demo or visit their pricing page for current options.

Assetmax offers Quotation Based pricing.

The starting price is not disclosed by Assetmax. You can visit Assetmax pricing page to get the latest pricing.

Assetmax does not currently offer a free plan. All plans are paid.

Annual billing discounts vary by plan. Visit Assetmax's to compare monthly vs annual rates.

Most SaaS products including Assetmax allow you to cancel your subscription at any time. For monthly plans, cancellation typically takes effect at the end of the current billing cycle. For annual plans, refund policies vary — check Assetmax's terms or contact their support team for details.

Assetmax offers tiered pricing plans designed for teams of different sizes. Small businesses can typically start with a lower-tier plan and upgrade as they scale.

Help & Contact

Assetmax Support Options

Customer ServiceOnline
Locationzurich, Switzerland

Connect with Assetmax

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].