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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Ormax AI serves as a comprehensive AI-driven platform tailored for private wealth management, encompassing every account along with nine distinct asset categories, various currencies, and a transparent time-weighted return. It seamlessly integrates brokerage accounts through Plaid, crypto wallets and exchanges, as well as bank and broker statements—utilizing AI to import data from PDF, Excel, and CSV formats—while also capturing manually held assets into a unified portfolio that spans different entities, currencies, and asset classes. The platform offers detailed reporting on time-weighted and money-weighted returns, benchmark comparisons, asset allocation, concentration, cash flow, and associated fees. It also accommodates complex multi-entity structures such as trusts, LLCs, and multiple portfolios. Ormax AI stands out as an alternative to platforms like Kubera, Sharesight, Capitally, Exirio, and getquin, specifically catering to investors who prioritize performance metrics over mere net worth assessments. Developed by a CFA charterholder and former hedge-fund CIO, Ormax delivers robust portfolio tracking and analytics while refraining from providing personalized investment recommendations. Its innovative approach represents a significant advancement in wealth management technology.

Description

QuickEasy BOS presents a strong local option that rivals major international ERP solutions. With capabilities for multi-currency, multi-location, and multi-entity management, BOS adapts as your business grows. It delivers the advanced features of well-known brands at affordable prices, ensuring you receive all the essentials in either a cloud-based or on-premise ERP solution. Seamlessly connect all facets of your organization within a single system for enhanced efficiency. This allows for streamlined operations and improved collaboration across your entire business structure.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$25/month
Free Trial
Free Version

Pricing Details

$49/user/month
Subscribtion
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ormax AI

Founded

2025

Country

United States

Website

ormax.ai

Vendor Details

Company Name

QuickEasy Software

Founded

1998

Country

South Africa

Website

www.quickeasysoftware.com

Product Features

Product Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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