Meet MAX, Your
New Analyst!
Unlock the Future of Wealth Management with MAX. Your AI-Powered Wealth Analysis Partner.
Introducing MAX, the cornerstone of FolioMax®, an AI-driven solution that revolutionizes the financial analysis landscape. MAX isn't just a chatbot; he's your new wealth analyst, armed with cutting-edge technology and unparalleled expertise. Designed specifically for wealth management and investment professionals, MAX transforms the way you interact with and analyze financial data, offering insights and efficiencies that were previously unimaginable.
What Can MAX Do For You
Aggregation Analysis
A Unified Perspective on Client Portfolios
Portfolio Summary
See What your Prospect Holds. Know What Their Portfolio Needs
Advanced Data Extraction
Accurate and Precise
Chat with MAX: Ask Anything, Start Anywhere
Simplifying Financial Analysis, One Question at a Time
How Does MAX Work?
STEP 1
Drag & Drop - Simplifying Data Input
The first step in using MAX is incredibly intuitive. Users simply “drag and drop” PDF financial statements into the designated drop area on the MAX platform.
STEP 2
Reporting – Portfolio
Summary
MAX makes reporting effortless. Once the analysis is complete, users can generate detailed portfolio summary report to share with client.
STEP 3
Advanced Data Extraction of Holdings and Transaction: Export to Excel
MAX can quickly extract holdings and transactions and consolidates the data into an Excel-ready format- all without manual effort.
STEP 4
Comprehensive
Portfolio Analysis
After the data is extracted, MAX goes to work providing immediate, real-time analysis.
Get the Conversation Started with MAX
Static and Dynamic Conversation Starters
Add your very own set of conversation starters that are specific to your organization.
Portfolio Summary and Data Extraction
MAX’s Portfolio
Summary
Max simplifies the process of portfolio reporting by generating a comprehensive, PDF summary of the selected accounts.
MAX’s Advanced Holdings and Transactions Data Extraction
Max’s AI technology intelligently scans and processes statements, extracting essential data points.
Data
Privacy
and
Security
At FolioMax, we know that data privacy and security are critical, especially when handling sensitive financial information. That s why Max leverages Retrieval-Augmented Generation (RAG) to ensure your data remains secure, private, and never leaves your control. With RAG, your information is fully protected.
Why MAX?
Choosing the right tools can make all the difference in wealth management.