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What is Temenos Multifonds?

The integration of workflow and exception-based features greatly improves the effectiveness of fund operations, enabling users to enhance their productivity while simultaneously raising the quality of service delivered, all while complying with strict NAV and distribution deadlines. A comprehensive, real-time investment accounting system merges both the Investment Book of Records (IBOR) and the Accounting Book of Records (ABOR) perspectives, supporting the daily functions of middle and back offices, which encompasses the capacity for multiple valuations and NAV calculations on an ad-hoc basis. Users benefit from easy access to customized reports in various formats, which streamlines the identification of discrepancies and allows for swift adjustments to evolving regulatory requirements and client requests. Additionally, the platform aids clients in launching innovative products and entering new markets by consolidating disparate legacy systems, offering extensive support for multi-asset and multi-jurisdictional needs across different fund structures within a unified global platform. This comprehensive method not only enhances operational workflows but also equips organizations with the tools needed to stay relevant and competitive in an ever-changing financial environment, ultimately driving business growth and client satisfaction. Such advancements also foster better decision-making, as users can leverage real-time data insights to respond proactively to market trends and client demands.

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

Pricing not provided

Pricing Information

$25/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

Temenos

Date Founded

1993

Company Location

Switzerland

Company Website

www.temenos.com/products/fund-administration/

Company Facts

Organization Name

Ormax AI

Date Founded

2025

Company Location

United States

Company Website

ormax.ai

Categories and Features

Wealth Management

Not specified

Categories and Features

Wealth Management

Not specified

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