Flexible Platform Packages for Modern Wealth Management

FolioMax is configured around your firm's portfolio analysis, proposal generation, implementation, and operational workflows - not a one-size-fits-all pricing grid.

ADVISORY ESSENTIALS

Portfolio Intelligence for Advisory Teams

Best for independent RIAs, boutique advisory teams, and firms beginning to modernize portfolio analysis workflows.

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  • MaxAnalyze
  • Statement and portfolio analysis
  • Household aggregation
  • Holdings allocation intelligence
  • Concentration and exposure insights
  • Mutual fund/ETF analysis
  • Stock overlap report
  • Holdings summary snapshot
  • Chatbot assistant

ADVANCED ADVISORY

Analysis + Proposal Generation

Best for growing wealth management firms, multi-advisor practices, and teams requiring more structured client proposal workflows.

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  • Everything in Advisory Essentials
  • MaxProposals
  • Compare current vs proposed portfolios
  • Generate client-ready proposals
  • Incorporate tax and fee assumptions
  • Analyze portfolio risk and return
  • Measure yield and drawdowns
  • Perform back-testing analysis
  • Run Monte Carlo simulations
  • Project fees and portfolio growth
  • Build customized portfolios

ENTERPRISE IMPLEMENTATION

Tax-Aware SMA & UMA Workflows

Best for banks, enterprise RIAs, SMA/UMA platforms, and institutional advisory teams managing real-world portfolio complexity.

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  • Everything in Advanced Advisory
  • MaxImplement
  • Tax-aware transitions and rebalancing
  • Turnover and realized gain constraints
  • Optimize in-kind transfers for tax efficiency
  • Run scenario modeling and what-if analysis
  • Rebalance SMA & UMA portfolios
  • Monitor portfolio drift and concentrations
  • Monitor compliance thresholds
  • Manage multi-sleeve manager allocations