From Portfolio Analysis to Portfolio Implementation
FolioMax helps wealth management firms analyze existing portfolios, generate client-ready recommendations, and implement tax-aware SMA and UMA transitions through one connected platform.
FolioMax streamlines the portfolio workflow from analysis and proposal generation to implementation and ongoing portfolio management. Each module is purpose-built, yet deeply connected - so data flows seamlessly from insight to action
One Platform. Three Specialized Modules.
MaxAnalyze
AI-enabled portfolio analysis that informs proposals and surfaces the insights that matter most - in minutes.
MaxProposals
Client-ready proposal generation based on analysis - polished, presentation-quality outputs tailored to your firm.
MaxImplement
Tax-aware SMA & UMA transition intelligence for enterprise portfolio management and execution.
Built for Modern Wealth Management
FolioMax is purpose-built for the firms and professionals who manage wealth at scale - from boutique advisory practices to large enterprise platforms.
RIAs
Registered Investment Advisors seeking unified portfolio workflows and advisory efficiency tools.
Banks
Banking institutions requiring enterprise-grade controls, compliance, and operational visibility.
Family Offices
Family offices managing complex, multi-sleeve portfolios with bespoke client requirements.
Enterprise Advisory
Large-scale platforms that demand configurable, scalable implementation intelligence.
Built for Real-World Wealth Management Workflows
FolioMax was designed from the ground up by practitioners who understand the operational complexity of modern wealth management. Every feature reflects the real-world constraints advisors and operations teams face daily.
Unified Portfolio Workflow
A single connected platform that eliminates data silos and manual handoffs between analysis, proposals, and implementation.
Tax-Aware Intelligence
Every transition decision is informed by tax consequences — from realized gains management to tax lot locking and in-kind-first workflows.
Enterprise Flexibility
Configurable constraints and client-specific restrictions ensure the platform adapts to your firm's unique operational requirements.
Advisor Efficiency
Reduce the time advisors spend on manual analysis and report preparation — so they can focus on client relationships and high-value decisions.
Configurable Controls
Set turnover limits, gain thresholds, tracking error tolerances, and other constraints at the portfolio or sleeve level to match each client's needs.
Operational Visibility
Full transparency into portfolio health, transition progress, and implementation status — giving operations teams the oversight they need to manage at scale.