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About

Disciplined, time-tested investing to navigate market volatility and reach your financial goals holistically with all your money, cash, CPF & SRS. Institutional, low cost access to best-in-class fund managers with expertise, scale, and real proven track records. No sales charges, n transaction fees, and 100% trailer fee rebates. A low all-in transparent access fee. Globally diversified portfolios for your essential life goals. Themed portfolios to gain exposure to select market opportunities. When you create an Endowus account, we will create a trust account in your own legal name at UOB Kay Hian, Singapore’s largest broker. This means your assets and transactions on the Endowus platform are recorded in two entities licensed by the Monetary Authority of Singapore (MAS). This is different from most wealth platforms, which comingle assets with other clients before interfacing with their execution broker.

About

Ormax AI is an AI-native system of record for private wealth: every account, nine asset classes, multiple currencies, and an honest time-weighted return. It brings brokerage accounts (via Plaid), crypto wallets and exchanges, bank and broker statements (AI import of PDF, Excel and CSV) and manually held assets into one portfolio across entities, currencies and asset classes, and reports time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Alternative to Kubera, Sharesight, Capitally, Exirio and getquin for investors who need performance, not just net worth. Built by a CFA charterholder and former hedge-fund CIO. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Investors, startups and businesses in need of a solution to invest their money, CPF and SRS with expert advice

Audience

Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$25/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Endowus
Founded: 2017
Singapore
endowus.com

Company Information

Ormax AI
Founded: 2025
United States
ormax.ai

Alternatives

Alternatives

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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