List of Infront Assetmax Customers
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Since 2010, our global team of researchers has been studying Infront Assetmax customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Infront Assetmax for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Infront Assetmax for Portfolio and Investment Management include: Tellco Bank Switzerland, a Switzerland based Banking and Financial Services organisation with 65 employees and revenues of $35.0 million, Consilior Switzerland, a Switzerland based Banking and Financial Services organisation with 10 employees and revenues of $3.0 million, Winterthur Consulting Group Switzerland, a Switzerland based Banking and Financial Services organisation with 15 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Infront Assetmax, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Infront Assetmax customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Consilior Switzerland | Banking and Financial Services | 10 | $3M | Switzerland | Infront | Infront Assetmax | Portfolio and Investment Management | 2018 | n/a |
In 2018, Consilior Switzerland implemented Infront Assetmax to consolidate multi-custodian portfolio data and strengthen its portfolio management capability within Swiss wealth management operations. The deployment targeted Portfolio and Investment Management use cases across the firm, aligning the application to finance and portfolio management business functions for client reporting and compliance support.
The implementation focused on core Portfolio and Investment Management modules, including multi-custodian data aggregation, portfolio accounting and valuation, reporting, and reconciliation workflows. Infront Assetmax was configured to centralize position and transaction data, standardize valuation processes and produce unified client reporting outputs, reducing fragmentation in day to day portfolio operations.
Operational coverage remained concentrated in Switzerland and within the firm s finance and portfolio management teams, with integrations built around multi-custodian connectivity and downstream reporting feeds to support audit and client communications. The solution was used to orchestrate reconciliation routines and produce regulator friendly reports to facilitate FINMA audit processes.
Governance changes accompanied the technical deployment, standardizing reconciliation rules, formalizing reporting templates and tightening control points for month end close and audit readiness. The program delivered documented cost savings and easier FINMA audits, while improving efficiency and client reporting across Consilior s finance and portfolio management processes in Switzerland.
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Tellco Bank Switzerland | Banking and Financial Services | 65 | $35M | Switzerland | Infront | Infront Assetmax | Portfolio and Investment Management | 2021 | n/a |
In 2021, Tellco Bank Switzerland implemented Infront Assetmax as its core platform for discretionary portfolio management and performance analytics, adopting the solution as part of its Portfolio and Investment Management tooling. The deployment is publicly discussed by Tellco leadership and is positioned to support both institutional and private banking asset management operations within Switzerland.
The implementation centers on Infront Assetmax modules for discretionary portfolio management and performance analytics, with confirmed use of reporting capabilities to support portfolio oversight and client reporting workflows. Configuration work emphasized portfolio lifecycle workflows and automated performance calculation and attribution, aligning standard Portfolio and Investment Management functional terminology with Tellco’s finance and investment operations.
Operational coverage is focused on Tellco’s finance, portfolio management and reporting functions across its Swiss operations, with the platform acting as a centralized core system for investment decision support and reporting. Governance and rollout were organized around Tellco’s senior management and investment teams as described in public materials, with implementation narratives by leadership confirming module usage and operational scope.
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Winterthur Consulting Group Switzerland | Banking and Financial Services | 15 | $3M | Switzerland | Infront | Infront Assetmax | Portfolio and Investment Management | 2019 | n/a |
In 2019, Winterthur Consulting Group Switzerland implemented Infront Assetmax. The deployment targeted Portfolio and Investment Management to modernise portfolio management and to automate processes for regulatory compliance and client reporting in Switzerland.
The project started in 2019 and went live on 1 January 2020, using a cloud-based configuration of Infront Assetmax to enable remote work and centralized portfolio processing. Functional modules implemented included portfolio accounting, client reporting automation, and compliance reporting workflows, aligned with standard Portfolio and Investment Management capabilities.
Integrations included tighter custody and order routing via an OpenWealth pilot, and connections into finance and portfolio operations to streamline trade lifecycle processing and reconciliation. Operational scope covered Winterthur Consulting Group’s Switzerland practice and core finance and portfolio management functions for the firm.
Governance and workflow restructuring focused on centralized operational controls and automated reporting pipelines to support regulatory compliance and client reporting, with the rollout completed at go-live. The Infront Assetmax implementation enabled cloud-based remote work, tighter custody and order integrations, and improved finance and portfolio operations as described.
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