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What is ERPLight?

ERPLight helps Swiss freelancers and small businesses create professional quotes and invoices with a Swiss QR-bill in seconds. No accounting knowledge is needed, and QR-bills can be paid through any Swiss bank. Start with the free Starter plan (unlimited documents, cloud storage included). Upgrade to Pro for CHF 14.90/month for your own logo, customer records, expense tracking, reminders, email sending and time tracking, or to Business for CHF 29.90/month for camt.053 bank reconciliation, recurring invoices, EUR invoices abroad and letters sent by post. Runs in the browser, hosted in Europe, made in Hägendorf, Switzerland.

What is Assetmax?

Manage investment portfolios across various custodians while maintaining data accessibility, ensuring compliance with regulatory standards, and aligning with client objectives. Assetmax distinguishes itself as the leading Swiss software tailored for independent asset managers, family offices, and banks, providing a comprehensive suite for multi-custody portfolio management, client relationship management, invoicing, and reporting. Many wealth managers and financial institutions prefer Assetmax, recognizing it as a dependable solution within the sector. This robust and sophisticated software can be accessed via the web, and it offers deployment options both on-premise and through cloud services, which enhances its adaptability and ease of use. By consolidating vital functionalities, it streamlines the intricacies of asset management while significantly increasing operational efficiency. Additionally, Assetmax continuously evolves, incorporating user feedback to ensure it meets the dynamic needs of the financial landscape.

Media

Media

Integrations Supported

Integrations Supported

Apiax

API Availability

API Availability

Pricing Information

CHF 0 (Free Plan)
Starter: CHF 0 (free forever, unlimited documents, cloud storage included). Pro: CHF 14.90/month or CHF 178.80/year. Business: CHF 29.90/month.
Free Version

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

ERPLight

Date Founded

2024

Company Location

Switzerland

Company Website

erplight.ch

Company Facts

Organization Name

Fimax AMS

Date Founded

2013

Company Location

Switzerland

Company Website

www.assetmax.ch

Categories and Features

ERP

CRM
Dashboard
Financial Management
Order Management

Categories and Features

Family Office

Not specified

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Performance Metrics
Portfolio Management
Risk Management

Wealth Management

Not specified

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