MAX is designed to make complex financial analysis as effortless as possible, using a cuttingedge Drag & Drop Analyze workflow. In just a few simple steps, wealth managers can transform raw financial data from various statements into actionable insights that are both comprehensive and easy to interpret. Here’s how MAX brings this innovative process to life:
How Does Max Work?
S T E P 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. Whether you’re working with a single client’s statement or handling multiple accounts from different institutions, MAX’s system is optimized to handle all types of data.
- **Multiple File Support**: MAX can process several files at once, whether it’s a single document or an entire portfolio spread across multiple PDFs.
- **Instant Feedback**: As soon as files are uploaded, MAX begins processing in real time, eliminating the need for waiting or manual uploads.
S T E P 2 : Reporting – Portfolio Summary
MAX makes reporting effortless and insightful. Once the analysis is complete, users can instantly generate a comprehensive, client-ready portfolio summary report. These reports go far beyond basic breakdowns—they provide a powerful snapshot of the entire portfolio, including detailed holdings, account-level summaries, asset class allocation, sub-class allocation, fee analysis, contributions and withdrawals, and mutual fund/ETF summary/expense details.
MAX also incorporates advanced analytics such as AI-generated high-level observations and commentary, structural analysis by account type and tax status, stock overlap reports to highlight redundancies, GICS sector exposure compared to selected benchmark, and a holdings snapshot that includes market cap distribution, valuation metrics, and risk insights.
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Client Engagement: These dynamic reports are designed to elevate client conversations by transforming complex data into clear, compelling visuals and commentary—helping wealth managers articulate opportunities, risks, and recommendations with confidence and precision.
S T E P 3 : Advanced Data Extraction of Holdings
and Transactions: Export to Excel
MAX automatically extracts detailed holdings information directly from PDF statements—no manual entry required. This includes key data points such as security names, tickers, asset classes, market values, cost basis, unrealized gains/losses, and quantities held across all accounts. Whether the statement includes individual securities, mutual funds, ETFs, or alternative investments, Max parses and organizes the information with precision.
Portfolio managers can then download the extracted data to Excel in a clean, structured format—making it easy to integrate into existing workflows, build custom reports, or conduct deeper analysis.
This capability saves hours of manual work, reduces the risk of human error, and delivers immediate clarity into what the prospect currently owns.
S T E P 4 : Ask Questions. MAX Delivers the Insights!
MAX’s chat functionality transforms how portfolio managers interact with client data. After uploading a PDF statement, managers can engage in a natural, conversational interface to ask questions and receive instant, accurate insights. From high-level summaries and asset allocation breakdowns to specific details like top holdings, income generation, or fees paid, MAX provides answers in real time—eliminating the need to manually search through documents or spreadsheets.
This intelligent, on-demand interaction helps portfolio managers move faster and smarter during the onboarding process. Whether preparing for a meeting or validating a recommendation, MAX delivers clear, actionable responses backed by the data extracted from the client’s statements. It’s like having a knowledgeable analyst at your side, ready to answer complex portfolio questions whenever you need.
Future Enhancements
Sophisticated Analytics Suite
Advanced tools like backtesting, drawdown analysis, and Monte Carlo simulations will provide deeper insights into portfolio performance and risk management.
Proposal Generation
Engine
A powerful, automated system that integrates your firm’s capital market assumptions, model portfolios, and product offerings to generate tailored, client-specific proposals. This will compare the current asset allocation with proposed strategies, highlighting the value proposition for each client.
And More to Come
Stay tuned for additional features and enhancements designed to keep your portfolio management tools at the cutting edge.
Conclusion: Simplifying Wealth Management with MAX
MAX transforms the often cumbersome process of analyzing financial statements into a quick, streamlined experience that harnesses the power of AI and intuitive design. By offering a Drag & Drop & Analyze feature, MAX gives wealth managers the tools they need to process and interpret large volumes of financial data in minutes—providing insights that enhance decision-making, improve client communication, and optimize portfolios with ease.