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features
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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

API Access

Has API

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Integrations

No details available.

Integrations

No details available.

Pricing Details

$25/month
Free Trial
Free Version

Pricing Details

Free
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

Zoe Financial

Founded

2018

Country

United States

Website

zoefinancial.com

Product Features

Product Features

Alternatives