What is FolioMax®?
FolioMax® is an AI-powered financial analysis platform designed to help wealth managers design strategic asset allocations and construct portfolios tailored to each client’s unique financial goals and risk tolerance.
Who is MAX?
MAX isn't just a chatbot; he's your new wealth analyst! He is armed with cutting-edge technology and unparalleled expertise. Most importantly, he was 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.
How does MAX help with portfolio construction?
MAX provides comprehensive insights into the current state of client portfolios, including detailed asset allocation, holdings analysis, and sector exposure. These insights enable wealth managers to design portfolios that are perfectly aligned with their clients' financial objectives.
Can MAX handle multiple client accounts?
Yes, MAX is designed to handle multiple client portfolios simultaneously. It aggregates data from various sources and provides a unified view of each client’s financial situation, making it easy to manage multiple accounts.
Is MAX secure?
Absolutely. MAX is built with the highest standards of security in mind. We use state-of-the-art encryption and security protocols to ensure that your data is always protected.
How secure is the Max platform?
Max is built with security as a top priority. The platform operates on Amazon Web Services (AWS), a globally recognized leader in secure cloud infrastructure. AWS provides industry-leading security measures, including encryption, firewalls, and multi-layered access control, ensuring that your data is protected at all times.
Does Max store client data long term?
No, Max does not store any client data long term. Once the analysis is complete and the results have been provided, the data is securely removed from the system. This approach ensures that sensitive financial information is not retained unnecessarily, further enhancing the security and privacy of your clients.
How is client data protected during the analysis process?
All data transferred to and from the Max platform is encrypted both at rest and in transit using advanced encryption protocols. This ensures that your clients' sensitive financial information remains secure throughout the entire process.
What kind of support does MAX offer?
MAX comes with comprehensive support from our team of experts. Whether you need help getting started, have questions, or encounter an issue, our support team is here to assist you every step of the way.
How do I get started with MAX?
Getting started with MAX is easy. Contact us today to schedule a demo and learn how MAX can transform your approach to portfolio construction and asset allocation.