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What is Ormax AI?

Ormax AI is an all-encompassing, AI-driven platform specifically designed for private wealth management, offering a holistic view of every account alongside nine unique asset classes, a variety of currencies, and a clear time-weighted return. The platform efficiently connects brokerage accounts via Plaid, integrates cryptocurrency wallets and exchanges, and imports data from bank and broker statements while leveraging AI to process information from PDF, Excel, and CSV formats; it also consolidates manually held assets into one comprehensive portfolio that includes various entities, currencies, and asset categories. Users benefit from in-depth reporting that covers time-weighted and money-weighted returns, benchmark comparisons, asset allocation, concentration, cash flow, and associated fees. Additionally, it is equipped to handle sophisticated multi-entity structures, such as trusts, LLCs, and multiple portfolios. Ormax AI distinguishes itself from alternatives like Kubera, Sharesight, Capitally, Exirio, and getquin by focusing on performance metrics rather than simply evaluating net worth. Created by a CFA charterholder and a former hedge-fund CIO, Ormax provides powerful portfolio tracking and analytical capabilities without offering personalized investment advice. This innovative solution marks a notable evolution in the realm of wealth management technology, further enhancing the tools available for discerning investors.

What is 365HomeBuilder?

365HomeBuilder is an all-encompassing, cloud-based ERP system tailored for businesses in the residential construction sector, leveraging the power of Microsoft Dynamics 365 Business Central. This innovative platform encompasses a wide array of features, including estimating and sales, purchasing, job costing, multi-entity accounting, and final settlements, all integrated into a user-friendly interface. Its powerful multi-entity financial capabilities enable builders to track expenses and revenues across different investors or construction entities within a singular, centralized database, thereby removing the necessity for separate charts of accounts. In addition, the software includes management tools for bank draws, making it easier to monitor loans and budgets linked to lenders, while also automating the lien-waiver process to guarantee that subcontractor payments comply with required waivers. Moreover, it provides vendor insurance tracking, offering notifications for upcoming policy expirations and the ability to halt payments if coverage lapses. The system efficiently produces settlement statements, prints MICR checks for multiple entities, and integrates smoothly with Microsoft Office 365 applications, significantly enhancing financial management processes. This comprehensive strategy not only simplifies operations but also boosts the overall efficiency and productivity of home-building firms, making it an invaluable asset in the construction industry. Ultimately, 365HomeBuilder empowers users to focus on their core business activities while maintaining strict control over financial and operational aspects.

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Integrations Supported

Integrations Supported

BuildTopia
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Excel
Microsoft Office 2024
Microsoft Outlook
Microsoft Power BI

API Availability

API Availability

Pricing Information

$25/month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Ormax AI

Date Founded

2025

Company Location

United States

Company Website

ormax.ai

Company Facts

Organization Name

Western Computer

Date Founded

1987

Company Location

United States

Company Website

www.westerncomputer.com/365homebuilder/

Categories and Features

Wealth Management

Not specified

Categories and Features

Home Builder

Not specified

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