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What is IMiX?

IMiX is an enterprise-grade wealth management platform that delivers a complete front-to-back office solution for investment firms, wealth managers, asset managers, and financial advisory organizations. Built as a scalable Software-as-a-Service platform hosted securely in the cloud, IMiX supports multi-currency, multi-asset, and multi-tenant investment environments while maintaining real-time connectivity across all operational functions. The platform provides end-to-end client lifecycle management, including digital onboarding, customizable workflows, customer due diligence, KYC verification, AML compliance checks, and ongoing relationship management. Investment management capabilities include portfolio construction, portfolio rebalancing, trade order management, pre-trade and post-trade compliance monitoring, performance measurement, and comprehensive portfolio reporting. Financial professionals gain access to detailed dashboards that provide visibility into client portfolios, asset allocations, transaction histories, investment performance, and operational activities. The platform also supports critical back-office functions such as taxation management, transaction processing, settlement administration, corporate action processing, reconciliation workflows, and regulatory reporting requirements. Execution-only portal functionality and mobile application support enhance accessibility and client engagement across multiple channels. Automated reporting tools and customer communication features help firms deliver timely information while reducing manual administrative effort. Designed to accommodate growing businesses and complex investment structures, IMiX combines operational flexibility, compliance management, portfolio oversight, and client servicing capabilities within a single integrated environment.

What is Asseta?

Asseta is a holistic, AI-powered platform designed to streamline the financial management processes of family offices, enabling them to manage their wealth and accounting functions with clarity and effectiveness. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, along with real-time insights and tailored reporting features. By seamlessly integrating with various platforms, such as QuickBooks, Bill, and Ramp, Asseta allows users to consolidate data into a cohesive system. Furthermore, the platform automates essential financial tasks, including allocations, bill payments, and month-end closings, reducing manual effort. With scalability as a key feature, Asseta not only optimizes financial operations for family offices but also enhances visibility across multiple entities and currencies worldwide, supporting more informed decision-making. This all-inclusive strategy empowers family offices to concentrate on long-term strategies rather than getting bogged down by administrative tasks, ultimately fostering a more proactive approach to wealth management. By prioritizing efficiency and transparency, Asseta positions itself as an indispensable tool for modern financial stewardship.

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Integrations Supported

Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero

Integrations Supported

Amazon Web Services (AWS)
Google Sheets
Gusto
QuickBooks Online
RUN Powered by ADP
Ramp
Slack
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$32 per month
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

Investment Software Group

Date Founded

2008

Company Location

United Kingdom

Company Website

www.investmentsoftwareltd.com/imix

Company Facts

Organization Name

Asseta.ai

Date Founded

2023

Company Location

United States

Company Website

www.asseta.ai/

Categories and Features

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

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No Alternatives

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