Built for the Modern Wealth Management Workflow
FolioMax connects portfolio analysis, proposal generation, and tax-aware implementation into a single workflow designed for advisors, portfolio managers, and investment teams. From Understanding a prospect's current holdings to generating client-ready recommendations and implementing SMA/UMA transitions, FolioMax helps firms streamline processes that are often fragmented, manual, and time consuming.
Precision Matters at Every Level
FolioMax is designed to handle the complexity of real-world portfolios with accuracy and transparency. The platform analyzes detailed holdings, asset allocations, tax lots, concentrations, sector exposures, manager sleeves, and portfolio drift - helping firms make more informed decisions while maintaining alignment with investment objectives and implementation constraints.
Whether evaluating a prospect portfolio or managing tax-aware SMA transitions, FolioMax delivers the precision investment professionals expect.
One Platform. Three Powerful Modules.
MaxAnalyze. AI-enabled statement analysis - fueling smarter conversations and faster client acquisition.
Before a portfolio manager can make appropriate asset allocation and portfolio construction recommendations, they must first develop a deep understanding of what the prospective client currently holds—and whether the structure of their existing portfolio supports their goals, risk tolerance, and investment timeline.
MaxAnalyze's advanced reporting capabilities, streamlines and enhances this crucial onboarding process. By simply uploading the prospect’s financial or brokerage statements, MaAnalyze automatically extracts and analyzes the data, giving the portfolio manager an instant, comprehensive view of the client’s current financial picture.
Key Capabilities
- Asset Allocation Overview – Breakdown of Equities, Fixed Income, Alternatives, and more, by both percentage and dollar amount
- Subclass Allocation – Detailed exposure to Large Cap, Mid Cap, International Developed, Taxable Bonds, Municipal Bonds, Hedge Funds, etc., with both percentage and dollar values
- Account Summary, Income Summary, and Cash/Transaction Summary – Clearly organized insights into account structure, income generation, and recent cash flows
- Top Ten Holdings – Snapshot of the portfolio’s largest individual positions
- Fee Analysis – Account-level and Mutual Fund/ETF-level fee summary for transparency and benchmarking
- AI-Generated High-Level Observations and Commentary – Concise summaries that highlight strengths, weaknesses, and key considerations
- Structural Analysis – Evaluation of account types, holding types, and tax classifications to identify optimization opportunities
- Stock Overlap Report – Highlights duplicate positions across different funds or accounts that may increase unintended risk
- GICS Sector Analysis with Benchmark Comparison – Sector-level positioning compared to relevant benchmarks to assess alignment
- Holdings Snapshot Summary – Insights into market capitalization, risk factors, valuation metrics, and growth indicators
- Mutual Fund/ETF Analysis – Detailed look at fund composition, performance attributes, and associated fees
- List of All Holdings – Complete view of every security and fund held across all accounts
With MaxAnalyze, portfolio managers and investment professionals can quickly uncover inefficiencies, overconcentration, structural issues, and misalignments—all before the first formal recommendation is made. This not only accelerates the onboarding process but also elevates the quality of advice delivered from day one.
"Know what your prospect owns before making a recommendation"
MaxProposals. Transform analysis into clear, client-ready proposals aligned to income, appreciation, and portfolio objectives.
Transform analysis into clear, client-ready proposals aligned to income, appreciation, and portfolio objectives.
MaxProposals turns portfolio analysis into professional proposal output. It helps advisors compare the current portfolio against recommended allocations, identify gaps, and present a clear investment roadmap.
Key Capabilities
- Compares current portfolio vs proposed strategy aligned with client goals
- Factors in client-specific inputs: tax profile, fee schedule, inflows/outflows
- Runs Monte Carlo simulations to show return and asset ranges (nominal and inflation-adjusted)
- Projects year-by-year portfolio growth
- Back-tests for drawdowns and rolling period returns
- Customized portfolio construction with recommended investment vehicles
- "All-in" Fee Calculator
- Firm level configuration files (capital market assumptions correlation matrix, approved solutions, model maintenance, etc.)
- Produces polished client-ready reports and proposals that clearly communicate value
"Move from portfolio insight to a confident recommendation"
MaxImplement. Constraint-driven, tax-aware SMA & UMA portfolio transition engine.
MaxImplement helps firms transition and rebalance complex SMA/UMA portfolios while managing real-world constraints such as turnover, realized gains, tax lots, drift, cash, and manager-level targets.
Key Capabilities
- Tax-aware transition analysis
- SMA/UMA rebalancing workflows
- Turnover and realized gain constraints
- In-kind transfer analysis
- Individual tax-lot locking
- Drift and allocation monitoring
- Manager and sleeve-level target alignment
- Trade recommendations and implementation support
- Portfolio Health Monitor dashboard
"Turn portfolio complexity into client confidence."
From Portfolio Analysis to Portfolio Implementation — FolioMax helps wealth management firms streamline the full portfolio lifecycles - from statement analysis and proposals generation to tax-aware SMA and UMA implementation. Built for advisors, portfolio managers, and investment teams, the platform transforms fragmented workflows into a more connected, efficient, and scalable experience.
Smarter Client Conversations
MaxAnalyze helps advisors quickly understand a prospect or client's current portfolio by transforming complex financial statements into clear, actionable portfolio intelligence. With deeper visibility into holdings, allocations, income, fees, concentrations, and stock overlap, advisors can spend less time gathering data and more time delivering meaningful guidance.
Clearer Recommendations & Better Decisions
MaxProposals helps firms translate portoflio analysis into client-ready recommendations aligned with investment objectives, income needs, and risk considerations. By simplifying portfolio comparisons and proposal creation, teams can communicate recommendations with greater clarity, consistency, and confidence.
Tax-Aware Portfolio Implementation
MaxImplement helps firms manage the operational complexity of SMA and UMA transitions through constraint-driven, tax-aware portfolio implementation workflows. From turnover and realized gain constraints to tax-lot management, drift monitoring, and in-kind transfers, the platform helps investment teams implement portfolio changes with greater accuracy and control.
FolioMax combines portfolio intelligence, proposal generation, and implementation workflows into a unified platform designed for modern wealth management firms. Whether acquiring new clients, managing complex portfolios, or implementing tax-aware transitions, FolioMax helps firms operate more efficiently, deliver better client experiences, and scale with confidence.