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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

API Access

Has API

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

CommonSubDoc
Crypto Backoffice

Integrations

CommonSubDoc
Crypto Backoffice

Pricing Details

$25/month
Free Trial
Free Version

Pricing Details

No price information available.
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

Formidium

Founded

2016

Country

United States

Website

oneseamless.com

Product Features

Product Features

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

Alternatives

Alternatives

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