A Complete Workflow for Modern Wealth Management
FolioMax connects the major stages of the advisor and portfolio management workflow — helping firms analyze current portfolios, create better proposals, implement recommendations, and monitor ongoing portfolio health.
Analyze
Understand the client’s current portfolio through statement analysis, household aggregation, holdings review, allocation insights, and concentration monitoring.
Propose
Transform portfolio intelligence into advisor-ready proposals that support clearer client conversations and more personalized recommendations.
Implement
Support tax-aware SMA & UMA transitions, rebalancing, in-kind transfers, drift management, and operational trade workflows.
Monitor
Track portfolio health, drift, concentration, cash positioning, manager exposure, and accounts requiring action.