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What is QuickEasy BOS?

QuickEasy BOS offers a robust local alternative that competes with prominent global ERP solutions. Its features include multi-currency, multi-location, and multi-entity management, making it a versatile choice that evolves with your business needs. This solution provides the sophisticated functionalities associated with leading brands but at a more accessible price point, ensuring you access the necessary tools whether you choose a cloud-based or on-premise setup. By integrating all aspects of your organization into one cohesive system, it promotes greater operational efficiency. Additionally, this integration fosters better collaboration throughout the entirety of your business framework. Overall, QuickEasy BOS is designed for companies looking to optimize their processes while remaining budget-conscious.

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.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$49/user/month
Subscribtion

Pricing Information

$25/month
Free Trial Offered?

Supported Platforms

SaaS
Windows
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

QuickEasy Software

Date Founded

1998

Company Location

South Africa

Company Website

www.quickeasysoftware.com

Company Facts

Organization Name

Ormax AI

Date Founded

2025

Company Location

United States

Company Website

ormax.ai

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Point of Sale (POS)
Purchasing
Time & Expense Tracking
Training Management
Vendor Management

Categories and Features

Wealth Management

Not specified

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