Login

Book A Demo

Invest in Intelligence—Plans Built for Financial Excellence

Gain access to MAX’s AI-powered insights with flexible plans to match your goals and elevate your analysis capabilities.

Basic

Starter Tier

$199

Per Month
Per User - billed annually

Independent Registered
Investment Advisor (RIA)or small firms needing essential portfolio analysis tools.

Book A Demo
  • ChatBot Assistant
  • File Size Limit (20MB)
  • Portfolio Summary
& Commentary

Professional

Starter Tier

$399

Per Month
Per User - billed annually

Mid-Size firms requiring advanced tools and team collaboration.

Book A Demo
  • ChatBot Assistant
  • File Size Limit (50MB)
  • Portfolio Summary& Commentary
  • Export to Excel
(Holdings & Transactions)
  • Proposal Generation (Coming Soon)

Enterprise

CUSTOM

Large firms and institutions managing complex portfolios and high transaction volumes

Book A Demo
  • ChatBot Assistant
  • File Size Unlimited
  • Portfolio Summary
& Commentary
  • Export to Excel
(Holdings & Transactions)
  • Proposal Generation (Coming Soon)
  • Custom Reports (Contact us for Customization)