Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Allvue Reviews & Ratings
    5 Ratings
  • Nexo Reviews & Ratings
    16,346 Ratings
    Company Website
  • RedFlag Reviews & Ratings
    118 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,466 Ratings
    Company Website
  • Blockdaemon Reviews & Ratings
    2 Ratings
    Company Website
  • YouHodler Reviews & Ratings
    28 Ratings
  • Process Street Reviews & Ratings
    1,097 Ratings
    Company Website
  • Monitask Reviews & Ratings
    426 Ratings
    Company Website
  • Cheqroom Reviews & Ratings
    144 Ratings
    Company Website
  • Asym Capital Reviews & Ratings
    1 Rating
    Company Website

What is Hemonto?

Founded in 2006, Hemonto is a Danish FinTech firm focused on delivering independent and thorough wealth reporting via a digital platform, complemented by a team of seasoned advisors. With oversight surpassing USD 55 billion and managing assets that go beyond USD 10 million for each client, the company conducts a substantial volume of transactions annually to generate precise, reconciled accounts, performance evaluations, risk analyses, ESG reports, insights into private equity, and ongoing monitoring, all within a customizable interface. Serving as a completely independent advisor, Hemonto amalgamates data from multiple custodians, banks, portfolios, currencies, and asset categories while enforcing objective quality controls and pinpointing discrepancies to ensure transparency, compliance, and timely reporting. The firm's interactive reporting dashboard, available on both web and mobile platforms, significantly enhances the wealth management experience by facilitating personalized oversight, seamless integration with BI tools, and continuous assistance from a dedicated team for effective reporting setup and management. This dedication to innovation and a client-focused approach not only positions Hemonto as a frontrunner in wealth reporting but also fosters long-term relationships with clients who seek reliable and insightful financial guidance. By continuously refining their offerings, the firm remains committed to adapting to the evolving needs of the wealth management industry.

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

Apiax

Integrations Supported

Apiax

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Hemonto

Date Founded

2006

Company Location

Denmark

Company Website

www.hemonto.com

Company Facts

Organization Name

Fimax AMS

Date Founded

2013

Company Location

Switzerland

Company Website

www.assetmax.ch

Categories and Features

Categories and Features

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
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Popular Alternatives

Popular Alternatives

Prospero Suite Reviews & Ratings

Prospero Suite

FINARTIS
Fusion Invest Reviews & Ratings

Fusion Invest

Finastra
Assetmax Reviews & Ratings

Assetmax

Fimax AMS
FamilyWealthGuru Reviews & Ratings

FamilyWealthGuru

FACT Software Group
M2Advisor Reviews & Ratings

M2Advisor

M2Wealth
WealthERP Reviews & Ratings

WealthERP

Ampsys Consulting Pvt Ltd.