Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

"Seamless", a fund accounting software, is designed to streamline processes. Compatible with multiple currencies, asset classes, fund structures, and fund structures. Cloud-based interface allows users to easily extract accounting, investor and portfolio level reports. The user can generate financial reports (with footnotes), and data to fill in tax returns/K1s.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

CommonSubDoc No 
Crypto Backoffice No 

Integrations

CommonSubDoc Yes 
Crypto Backoffice Yes 

Pricing Details

$25/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ormax AI

Founded

2025

Country

United States

Website

ormax.ai

Vendor Details

Company Name

Formidium

Founded

2016

Country

United States

Website

oneseamless.com

Product Features

Product Features

Fund Accounting

Accounts Payable No 
Accounts Receivable No 
Activity Tracking No 
Asset Management No 
Bank Reconciliation No 
Budgeting & Forecasting No 
Compliance Management No 
Donor Management No 
General Ledger No 
Partnership Accounting No 
Purchasing & Receiving No 

Alternatives

Alternatives

PackHedge™ Reviews

PackHedge™

FinLab Solutions SA
Vestiio Reviews

Vestiio

Vestiio GmbH
Allvue Reviews

Allvue

Allvue Systems