FolioMax provides an AI‑driven, cloud‑based platform that unifies portfolio analysis, client‑ready proposal generation, and tax‑aware SMA/UMA transition execution into a single workflow. The solution automates data handling, delivers actionable insights, and optimizes trade sequencing to reduce turnaround time and error risk for investment advisors and wealth management firms.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth management firms often face fragmented workflows, requiring separate tools for portfolio analysis, proposal creation, and tax-aware implementation, which leads to manual data transfers, inefficiencies, and increased risk of errors.
Solution
FolioMax offers a unified, AI‑driven platform that connects portfolio analysis, client‑ready proposal generation, and tax‑aware SMA/UMA transition execution in a single workflow. The MaxAnalyze module quickly evaluates existing holdings and surfaces actionable insights using machine‑learning models. MaxProposals transforms those insights into polished, presentation‑quality recommendation documents tailored to each firm’s branding. MaxImplement provides enterprise‑grade transition intelligence that optimizes tax outcomes and streamlines execution across SMA and UMA structures. By eliminating data silos and automating key steps, the platform reduces turnaround time, improves consistency, and supports both boutique advisors and large enterprise platforms.
Target Audience
Primary customers include registered investment advisors, banks, family offices, and enterprise advisory platforms that manage multi‑client, multi‑sleeve portfolios and require end‑to‑end workflow automation.
Features
- AI‑enabled MaxAnalyze delivers comprehensive asset allocation, holdings, and sector exposure insights within minutes
- MaxProposals generates client‑ready recommendation decks with customizable branding and export options
- MaxImplement applies tax‑aware transition logic for SMA and UMA accounts, optimizing trade sequencing and cost efficiency
- Single‑source data architecture removes manual handoffs and ensures consistency across analysis, proposal, and implementation stages
- Cloud‑based platform built on AWS with end‑to‑end encryption, role‑based access control, and no long‑term client data storage
- Integrated chatbot assistant for quick query handling and support during workflow steps
- Scalable licensing model supporting individual advisors to large institutions with configurable user limits and custom reporting