Assetmax AG

📊 Excited to share Infront's strong Q3 2024 performance! Highlights from our latest quarter: - Revenue grew 4.2% YoY to EUR 33.1M - Adjusted EBITDA up by impressive 25% to EUR 9.4M - Strong recurring revenue at 97.3% of total revenue - Margin expansion with adjusted EBITDA margin reaching 28.3% (up from 23.6% in Q3 2023) Key developments:  ✨ Released Infront Professional Terminal 8.7 with enhanced functionalities  🌟 Secured multiple high-value clients for our Valuation and Risk services  🚀 Assetmax platform expanding across Switzerland, Germany, and Benelux  📈 On track for Q1 2025 release of new analytics module   Proud of our team's dedication to strengthening Infront's position as a leading European WealthTech provider.  The numbers speak for themselves - we're delivering value while maintaining strong growth momentum!   #FinTech #WealthTech #FinancialServices #TechnologyInnovation #QuarterlyResults   Thoughts on our progress? Let's connect and discuss the future of WealthTech!

🎯 𝗥𝗶𝗳𝗹𝗲𝘁𝘁𝗲𝗻𝗱𝗼 𝘀𝘂 𝘂𝗻’𝗲𝘀𝗽𝗲𝗿𝗶𝗲𝗻𝘇𝗮 𝗱𝗮𝘃𝘃𝗲𝗿𝗼 𝗮𝗿𝗿𝗶𝗰𝗰𝗵𝗲𝗻𝘁𝗲 𝗮𝗹𝗹'𝗲𝘃𝗲𝗻𝘁𝗼 SPHERE Swiss Financial Arena 𝗮 𝗟𝘂𝗴𝗮𝗻𝗼! 𝗟'𝗲𝘃𝗲𝗻𝘁𝗼 𝗲 𝘀𝘁𝗮𝘁𝗼 𝗻𝗼𝗻 𝘀𝗼𝗹𝗼 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘀𝗮𝗻𝘁𝗲 𝗺𝗮 𝗮𝗻𝗰𝗵𝗲 𝗺𝗼𝗹𝘁𝗼 𝗽𝗶𝗮𝗰𝗲𝘃𝗼𝗹𝗲, 𝗴𝗿𝗮𝘇𝗶𝗲 𝗮𝗹𝗹𝗲 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻𝗶 𝘀𝘁𝗶𝗺𝗼𝗹𝗮𝗻𝘁𝗶 𝗲 𝗮𝗹𝗹'𝗮𝘁𝗺𝗼𝘀𝗳𝗲𝗿𝗮 𝗮𝗰𝗰𝗼𝗴𝗹𝗶𝗲𝗻𝘁𝗲 𝗰𝗼𝗻 𝗹𝗮 𝗻𝗼𝘀𝘁𝗿𝗮 𝗳𝗮𝗺𝗶𝗴𝗹𝗶𝗮 𝗱𝗶 𝗟𝘂𝗴𝗮𝗻𝗼. Dall'esplorazione delle ultime tendenze nella gestione patrimoniale alla condivisione di idee su come Assetmax - an Infront company può supportare l'evoluzione del settore, è stata una giornata ben spesa con il mio talentuoso team e i colleghi del settore (Massimo Ferrari & Pierre Gauchat). Grato per questi momenti che accendono l'innovazione e rafforzano i legami. Non vedo l'ora di scoprire cosa ci riserva il futuro! 🚀 🌟 𝗥𝗲𝗳𝗹𝗲𝗰𝘁𝗶𝗻𝗴 𝗼𝗻 𝗮 𝘁𝗿𝘂𝗹𝘆 𝗲𝗻𝗿𝗶𝗰𝗵𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗮𝘁 𝘁𝗵𝗲 SPHERE Swiss Financial Arena 𝗲𝘃𝗲𝗻𝘁 𝗶𝗻 𝗟𝘂𝗴𝗮𝗻𝗼! 𝗧𝗵𝗲 𝗲𝘃𝗲𝗻𝘁 𝘄𝗮𝘀 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝗳𝘂𝗹 𝗯𝘂𝘁 𝗮𝗹𝘀𝗼 𝗶𝗻𝗰𝗿𝗲𝗱𝗶𝗯𝗹𝘆 𝗲𝗻𝗷𝗼𝘆𝗮𝗯𝗹𝗲, 𝘁𝗵𝗮𝗻𝗸𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗶𝗻𝘀𝗽𝗶𝗿𝗶𝗻𝗴 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝘄𝗲𝗹𝗰𝗼𝗺𝗶𝗻𝗴 𝗮𝘁𝗺𝗼𝘀𝗽𝗵𝗲𝗿𝗲 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗟𝘂𝗴𝗮𝗻𝗼 𝗳𝗮𝗺𝗶𝗴𝗹𝗶𝗮. From exploring the latest trends in wealth management to sharing ideas on how Assetmax - an Infront company can support industry evolution, it was a day well spent with my talented team and industry colleagues (Massimo Ferrari & Pierre Gauchat). Grateful for these moments that spark innovation and strengthen connections. Looking forward to what lies ahead! 🚀 #EventoSphere #GestionePatrimoniale #WealthManagement #DigitalTransformation #Lugano #Infront #Assetmax

Can Better Tools Make You a More Proactive Advisor? As financial professionals, we know that agility and precision are key to meeting client expectations. Our latest updates to Infront Assetmax aim to equip you with deeper insights and the flexibility to advise clients from anywhere. Imagine having real-time market data, enriched investment proposals, and cloud-ready scalability—all within reach. Find out more about all the exciting optimisations https://lnkd.in/eand5UK8   I’d love to hear your thoughts: How do you envision these enhancements shaping your client engagements?

In an industry where efficiency and client trust are paramount, wealth managers face constant challenges in balancing compliance, client engagement and operational transparency. Our latest article by Massimo Ferrari explores how cutting-edge portfolio management systems, like Assetmax - an Infront company, are shaping the future of wealth management. Learn how a modern, integrated approach to portfolio management can help wealth managers streamline processes, enhance transparency and meet today’s high expectations for service and compliance. If you're looking to stay competitive in this increasingly complex landscape, this is a must-read👇 https://lnkd.in/e6hh9KWt

European banks are grappling with outdated IT infrastructures but investing in a few flashy apps won’t be enough to drive real change. Major software upgrades are critical, yet banks often underestimate the costs and complexity involved, risking inefficiencies and compliance issues.    As I recently shared in my interview with Banking & Finance Magazine, many banks could learn from smaller asset managers who focus on their core strengths and opt for proven, scalable solutions. But how can banks accelerate innovation without falling into costly IT traps?  https://lnkd.in/dS57CCuS

On 7 November, we’ll be in Lugano for SPHERE Swiss Financial Arena 2nd Wealth Management Edition. Don’t miss Massimo Ferrari’s session on how Infront’s WealthTech solutions are empowering firms across Europe. We hope to see you there! #LuganoEvent #WealthManagement #Infront

Assetmax continues to evolve rapidly!🚀 Discover new and upcoming features as well as other exciting news about the product in our latest roadmap update. 👉 https://lnkd.in/epwEfNHm

Less than 1 week to go until EAM Day Geneva by SPHERE Swiss Financial Arena! Look out for sessions from Arnold Rousselet and Laurent Martinet on how Infront WealthTech solutions are transforming wealth management. #EAMDay2024 #Geneva #Finance #WealthManagement

📊 The facts are clear. Digital transformation and generational wealth transfer are reshaping wealth management. Nearly 50% of investors choose firms based on digital experience, and 90% of heirs switch advisors after inheriting wealth. Is your firm equipped to meet these shifting expectations? In our latest white paper, we explore the essential features of a modern portfolio management system and how it can help you stay ahead in a rapidly changing landscape. Read the full white paper to discover how you can future-proof your firm. 👉 https://lnkd.in/ejxPemyg

Thank you for having us at #EAMDay2024 Zurich! It was a pleasure to join. 🙏 Special thanks to Nouredine Embarek for delivering a stunning presentation on 360-degree wealth management. 🎤 We can’t wait to see you at our next events: Geneva on September 30 Lugano on November 7 Meet our incredible speakers Laurent Martinet Arnold Rousselet Massimo Ferrari and experience more insightful discussions. See you there! 🚀