Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Hedge Fund Software is designed to manage the distribution allocations for investors, prepare tax return schedule K-1s, issue distribution checks, calculate broker commissions, and generate management reports. It also handles the allocation of management fees and partnership expenses among investors. Additionally, it offers the option to create customized, professional-grade color investor statements that feature the partnership's logo, name, address, and contact information. Users can apply tailored allocation formulas that take into account guaranteed returns, high watermarks, and other incentive components. The latest Windows version operates seamlessly on an office computer network, providing remote access through the internet for added convenience. Furthermore, the Fund Investment Tracker Software monitors hedge fund portfolios across various assets, including stocks, bonds, and commodities. Its spreadsheet layout enables fund managers to swiftly assess the status of their investments, displaying key details such as symbol, description, quantity, total cost, average cost, current price, market value, and gain or loss percentage, ensuring they have a comprehensive overview of their financial performance at a glance. This integration of features simplifies the management process, allowing for more efficient decision-making and reporting.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$25/month
Free Trial
Yes
Free Version
No
Pricing Details
$1,795 per month
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Ormax AI
Founded
2025
Country
United States
Website
ormax.ai
Vendor Details
Company Name
Twenty-First Century
Country
United States
Website
www.21stcenturycompany.com
Product Features
Product Features
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
Yes
Investor Reporting
Yes
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
No
Portfolio Analysis
No
Portfolio Management
No