The Bellevue Group's New Business Unit for Private Clients Adopts Assetmax, the Cutting-Edge Software Platform Developed by the Swiss Company Fimax AMS AG Specifically for Independent Asset Managers
ZURICH, SWITZERLAND / ACCESSWIRE / February 20, 2017 / To support its service expansion to Ultra High Net-Worth Individuals and Family Offices under the name of "Bellevue Investment Partners," the Bellevue Group selected asset management software Assetmax, developed by Fimax AMS AG.
In close collaboration, the parties are working to further develop the functionalities of the system to implement the sophisticated requirements of Bellevue Investment Partners as a representative of a changing asset management sector.
With the decision for Assetmax, Bellevue has acquired a highly efficient and integrated portfolio management platform, client relationship management system and reporting engine from a single provider, including strong capabilities to handle the complex workflow of core competences like back-office, compliance and finance.
For the head of Bellevue Investment Partners, Dr. Christian Zenker, this partnership is an important step in leveraging the opportunities that Bellevue sees in the current transformation of the asset management industry: "We have been looking for a modern, integrated system that enables efficient asset management and consolidated asset reporting, which is a key part of our offering: it forms the basis of any interaction we have with our clients regarding their wealth.
Offering our clients best-in-class reporting is empowering us to offer an experience being a world apart from what clients are used to - it makes sure we are in a position to add value each time we interact with our clients.
Assetmax fulfils all these characteristics and thanks to its flexibility can also be easily adapted to our specific, high requirements and expanded further. As we share the same entrepreneurial mindset as Fimax, we are convinced that we have found the right IT partner for the long term."
For Fimax CEO Massimo Ferrari, the new collaboration is also a big win. "We are delighted to have Bellevue Investment Partners on board. Its valuable institutional input will contribute greatly to further expand Assetmax's capabilities."
Fimax AMS AG was founded in 2013 in Zurich by professionals with substantial hands-on experience in portfolio management, compliance, back-office and software development.
Thanks to this unique set of competencies combined with a very diverse base of discerning customers and a highly motivated team of engineers entirely based in Switzerland, Assetmax is improved continuously to stay one step ahead of the market needs.
For more information: www.assetmax.ch
In 2016, the Bellevue Group decided to build on the proven sustainability and reliability of its corporate DNA, and to provide its services not only to institutional but also to private clients, under the name of Bellevue Investment Partners.
For more information: www.bellevue.ch/investmentpartners
Contact Info:
Name: Manuela Vielmi
Email: [email protected]
Organization: Fimax AMS AG
Address: Pfannenstielstr. 142, CH-8706 Meilen
Phone: +41 44 251 00 80
For more information, please visit http://www.fimax.ch
SOURCE: MarketersMedia