--- title: Assetmax Reviews meta\_title: 'Assetmax Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Assetmax works for a business like yours. aggregate\_rating: rating\_value: 5.0 review\_count: 1 scale: '5' date\_modified: '2026-06-04' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Assetmax Reviews & Product Details Assetmax is an investment management software for independent asset managers. It includes compliance, portfolio management, invoicing, reporting, back-office. * * * Seller [Fimax AMS](https://www.g2.com/sellers/fimax-ams) Discussions [Assetmax Community](https://www.g2.com/products/assetmax/discuss) Show More ## Top-Rated Alternatives [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(710) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct") Morningstar Direct 4.1/5(437) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(300) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/assetmax/competitors/alternatives) ![samuel e.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "samuel e.") SE samuel e. Investment Manager Investment Banking Mid-Market (51-1000 emp.) 7/29/2019 "Very unique software for efficient management of client, risk, fund, accounting and benchmarking. " 5/5 What do you like best about Assetmax? This system amazes me since it is able to measure an organization's level of performance by clearly showing a manner in which workers are performing their mandated tasks that links to the general performance of the institution in achieving their goals. Review collected by and hosted on G2.com. What do you dislike about Assetmax? Nothing to declare negatively when using this system because the system just works better in handling of financial institution's in flowing of cash and building stronger customer relationship. Review collected by and hosted on G2.com. Recommendations to others considering Assetmax: Super system for enhancing client satisfaction, managing accounts, benchmarking and administering of funds easily and efficiently thus greatly recommending the use of this software by others no regrets in using this system. Review collected by and hosted on G2.com. What problems is Assetmax solving and how is that benefiting you? With the use of this system I'm able to easily identity,assess and to control the institution's capital and earnings, showing of the the progress of the institution by revealing how workers are doing their tasks and effectively differentiating benchmarking process. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ### There are not enough reviews of Assetmax for G2 to provide buying insight. Below are some alternatives with more reviews: [ 1 ![Betterment at Work Logo](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work Logo") Betterment at Work 4.3 (710) Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and staying compliant. Give your employees access to an easy-to-use, powerful solution for investing and retirement savings—featuring expert-built portfolios, personalized financial guidance, external account linking, and a suite of complementary tools to build wealth. All accessible through our mobile app. And with $21+ Billion in retirement AUM, we’re a partner your business can rely on. Discover a better way to 401(k) today. ](https://www.g2.com/products/betterment-at-work/reviews "Betterment at Work")[ 2 ![Morningstar Direct Logo](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct Logo") Morningstar Direct 4.1 (437) Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard. ](https://www.g2.com/products/morningstar-direct/reviews "Morningstar Direct")[ 3 ![Morningstar Direct Advisory Suite (formerly Advisor Workstation) Logo](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation) Logo") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1 (300) Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business. ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews "Morningstar Direct Advisory Suite (formerly Advisor Workstation)")[ 4 ![Koyfin Logo](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2d734045120b900cbd749ae924da7481/koyfin.png "Koyfin Logo") Koyfin 4.8 (132) Koyfin is a modern and cost-effective financial analytics platform used by over 30,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations. Client Proposals and Reports: Create sleek, digestible client proposals and reports that are easy for ordinary investors to understand, unlike traditional tools that produce dense and complex reports. Comprehensive Research Tools: Research stocks, ETFs, and mutual funds. Access extensive macroeconomic data. Create Substitutions for Existing Portfolio Holdings: Identify and monitor substitution holdings to be prepared for model changes. Intuitive Interface: Simplifies complex data analysis with visualization tools. Collaboration: Easily share and collaborate on watchlists and portfolios with your team. Affordability: Offers a cost-effective solution with transparent pricing. For more information, sign up for free at koyfin.com or contact help@koyfin.com ](https://www.g2.com/products/koyfin/reviews "Koyfin")[ 5 ![Orion Advisor Technology Logo](https://images.g2crowd.com/uploads/product/hd_favicon/667112160a3bca025019efa557ad7d4b/orion-advisor-technology.svg "Orion Advisor Technology Logo") Orion Advisor Technology 4.4 (98) Orion’s fully integrated trading suite–including a tax-intelligent rebalancer, custom SMA optimizer, and robust model marketplace–empowers firms to personalize client portfolios while scaling back-office processes. ](https://www.g2.com/products/orion-advisor-technology/reviews "Orion Advisor Technology")[ 6 ![Nitrogen Logo](https://images.g2crowd.com/uploads/product/hd_favicon/0f367fdf390f9340e61048789263b3ba/nitrogen-nitrogen.svg "Nitrogen Logo") Nitrogen 4.0 (72) Nitrogen is the company that invented the Risk Number®, which powers the world’s first Growth Platform and was built on a Nobel Prize-winning academic framework. Advisors, wealth management firms, and asset managers use the Nitrogen platform to accelerate prospects to assets to engaged and retained clients, with the insights and analytics to keep it all on track — all with the mission of empowering the world to invest fearlessly. To learn more, visit riskalyze.com. ](https://www.g2.com/products/nitrogen-nitrogen/reviews "Nitrogen")[ 7 ![eMoney Logo](https://images.g2crowd.com/uploads/product/hd_favicon/148f44b696f54a7e9475d7b9768c4f8b/emoney.svg "eMoney Logo") eMoney 4.7 (67) Providing an interactive wealth management platform for advisors and their clients, emX features an intuitive interface, powerful integrations and multiple financial planning options to meet your clients' every need. ](https://www.g2.com/products/emoney/reviews "eMoney")[ 8 ![FactSet Workstation Logo](https://images.g2crowd.com/uploads/product/hd_favicon/1ea53e45360132c8f3934fac33b67ce6/factset-workstation.svg "FactSet Workstation Logo") FactSet Workstation 4.2 (69) Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. 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[ Ask about Assetmax ](https://www.g2.com/products/assetmax/discussions/new) GU Guest User What is Assetmax used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-assetmax-used-for) GU Guest User What is Assetmax used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/assetmax-what-is-assetmax-used-for) [ View all Discussions ](https://www.g2.com/products/assetmax/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/assetmax/pricing) ## Work at Fimax AMS? Claim this profile to respond to reviews, update product info, and reach in-market buyers. 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