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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 Investortools?

Investortools provides essential insights for recognizing and measuring the various elements that influence a portfolio's total return. Explore the underlying mathematical principles that drive these assessments and learn how the Custom Index Manager (CIM) can clarify your portfolio's performance. Factor-based attribution dissects returns by applying independent systematic factors, including income effects, yield curve adjustments, and spread influences. In contrast, allocation attribution centers on the excess return—defined as the difference between the portfolio's overall return and the benchmark's total return—arising from strategic allocation decisions and variations within each category. Furthermore, simulated performance offers a thorough (Bottom-Up) evaluation of Total Return, deepening your comprehension of investment results. This multifaceted approach not only enhances an investor's understanding but also equips them with the essential tools needed to make well-informed decisions and fine-tune their portfolio strategies for optimal results. Ultimately, these insights empower investors to navigate the complexities of the market with greater confidence.

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Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$25/month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Ormax AI

Date Founded

2025

Company Location

United States

Company Website

ormax.ai

Company Facts

Organization Name

Investortools

Date Founded

1983

Company Location

United States

Company Website

www.invtools.com

Categories and Features

Wealth Management

Not specified

Categories and Features

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests

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