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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
Zoe Financial is a contemporary digital wealth management platform designed to provide a cohesive experience for both clients and financial advisors, facilitating effortless onboarding, investment account creation, funding, and portfolio supervision with an emphasis on achieving more favorable financial results. It links users to carefully selected independent fiduciary financial advisors and allows for digital account creation within minutes, thus removing the need for paper forms and streamlining both cash and investment transfers. After accounts are established, Zoe’s innovative technology offers features like automated portfolio rebalancing, strategic tax management approaches such as tax-loss harvesting, direct indexing, and fractional share trading, all aimed at enhancing after-tax returns and sustaining target allocations. The Zoe Model Marketplace grants users access to diverse portfolios and investment strategies curated by renowned global asset managers, while also equipping users with tools to monitor performance and manage accounts in a collaborative manner between clients and their advisors. Ultimately, Zoe Financial aims to revolutionize the wealth management experience by integrating cutting-edge technology with personalized financial guidance.
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
Free
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
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
Zoe Financial
Founded
2018
Country
United States
Website
zoefinancial.com