Introducing MAX, the cornerstone of FolioMax®. Built for modern wealth management firms, MAX combines portfolio intelligence, operational efficiency, and implementation workflows into one connected experience designed to improve advisor productivity, strengthen client conversations, and simplify portfolio management complexity.
MAX is Built for the Modern Wealth Management Workflow
MAX connects portfolio analysis, proposal generation, and tax-aware implementation into one connected platform designed for advisors, portfolio managers, and investment teams.
From understanding a prospect’s current holdings to generating client-ready recommendations and implementing SMA/UMA transitions, MAX helps firms streamline workflows that are often fragmented, manual, and time consuming.
Through MaxAnalyze, MaxProposals, and MaxImplement, firms can move seamlessly from portfolio insight to recommendation to implementation within a single connected ecosystem.re expected to provide not just sound advice but highly personalized and strategic guidance.
Precision Matters at Every Level
MAX is designed to handle the complexity of real-world portfolios with accuracy and transparency.
The platform analyzes holdings, asset allocations, tax lots, sector exposures, concentrations, manager sleeves, and portfolio drift — helping firms make more informed decisions while maintaining alignment with investment objectives and implementation constraints.
Whether evaluating a prospect portfolio or managing a tax-aware SMA transition, MAX delivers the precision investment professionals expect.
Why MAX?
Portfolio Intelligence
MaxAnalyze transforms brokerage and financial statements into actionable portfolio intelligence across accounts and households.
The platform provides deeper visibility into holdings, asset allocation, income, fees, sector exposure, concentrations, and portfolio overlap - helping advisors and investment teams conduct more informed conversations and portfolio reviews.
Connected Workflow
MAX connects the full portfolio lifecycle through MaxAnalyze, MaxProposals, and MaxImplememt.
Firms can move seamlessly from statement analysis to proposal generation to tax-aware SMA and UMA implementation within one connected workflow designed to improve efficiency and operational consistency.
Tax-Aware Implementation
MaxImplement helps firms manage complex SMA and UMA transitions with turnover controls, realized gains constraints, tax-lot management, drift monitoring, and in-kind transfer analysis.
Built for real-world portfolio operations, the platform helps investment teams implement portfolio changes with greater precision and transparency.
Trust Center & Secuity Transparency
FolioMax is committed to transparency, security, and operational integrity.
To support enterprise due diligence and provide greater visibility into our security and compliance initiatives, we maintain a dedicated Trust Center powered by Vanta.
Visitors can access our Trust Center to learn more about:
- Security and compliance practices
- Infrastructure and operational controls
- Ongoing SOC 2 Type II compliance progress
- Governance and risk management initiatives
- Security-related documentation and updates