What is FolioMax®?
FolioMax® is a portfolio intelligence and wealth management platform designed for RIAs, banks, family offices, and institutional wealth teams. The platform helps firms analyze portfolios, generate proposals, monitor portfolio health, and implement tax-aware portfolio transitions across SMA and UMA environments.
What is MAX?
MAXMAX is the intelligence engine behind the FolioMax platform. MAX helps wealth managers analyze complex portfolios, identify risks and concentrations, generate proposal comparisons, and support operational portfolio implementation workflows.
What are the core modules within FolioMax?
MaxAnalyze - Statement analysis and portfolio intelligence
MaxProposals - Proposal generation and portfolio comparison workflows
MaxImplement - Constraint-driven, tax-aware SMA & UMA transition and rebalancing.
What does MaxAnalyze do?
MaxAnalyze transforms custodial statements and portfolio data into actionable portfolio intelligence, including:
Risk and drift insights, Asset Allocation Analysis, Holdings Aggregation, Sector Exposure, Stock Overlap, Concentration Analysis, Fee analysis and many more.
Can MaxAnalyze handle multiple accounts and households?
Yes. MaxAnalyze supports multi-account and household-level aggregation to provide advisors and portfolio managers with a consolidated view across relationships.
What types of statements can be analyzed?
The platform supports a wide range of brokerage and custodial statement formats commonly used across the wealth management industry.
What is MaxProposals?
MaxProposals helps advisors create proposal-ready portfolio comparisons and recommendation packages designed to improve client engagement and accelerate prospect conversion.
What is MaxImplement?
MaxImplement is FolioMax’s tax-aware SMA & UMA implementation engine designed to help firms transition and rebalance portfolios while managing operational, tax, and allocation constraints.
What makes MaxImplement different from traditional rebalancers?
Most traditional rebalancers assume portfolios arrive in cash. MaxImplement was designed for real-world portfolio transitions involving: tax-aware optimization constraints, embedded gains and losses, concentrated positions, multiple SMA sleeves, household complexity, drifted allocations, and in-kind transfer workflows.
Does MaxImplement support UMA and SMA environments?
Yes. MaxImplement was specifically designed to support multi-sleeve SMA and UMA workflows commonly used by banks, RIAs, and institutional wealth platforms.
Can firms apply portfolio constraints?
Yes. Firms can configure: in-kind transfer preferences, turnover constraints, realized gain limits, position exclusions, concentration thresholds, drift tolerances, cash ranges.
How secure is the FoiloMax platform?
FolioMax is hosted on Amazon Web Services (AWS) and leverages enterprise-grade cloud infrastructure, encryption, access controls, and security monitoring designed to protect sensitive financial information.
Is FolioMax pursuing SOC 2 compliance?
Yes. FolioMax is actively progressing through its SOC 2 Type II compliance journey with ongoing investments in security controls, documentation, monitoring, and operational governance.
How is client data protected?
Data is encrypted both in transit and at rest using modern encryption standards and secure infrastructure practices.
Does FolioMax retain client data long term?
Client data retention policies are configurable based on implementation requirements and firm preferences.
Does FolioMax integrate with enterprise workflows?
Yes. FolioMax is designed to support enterprise operational workflows, including custodial data integrations, portfolio management processes, proposal workflows, and implementation operations.
What types of firms use FolioMax?
FolioMax is designed for: institutional advisory teams, RIAs, private banks, wealth management firms, family offices, and institutional advisory teams.
How long does implementation take?
Implementation timelines vary depending on integrations, workflows, and customization requirements. A standard implementation usually takes approximately 1-2 weeks.
Does FolioMax provide onboarding and support?
Yes. FolioMax provides onboarding assistance, training, implementation guidance, and ongoing support.
Email support@foliomax.com
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