OpenSolutionOpenfinance
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Related Products
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About
OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
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Audience
Self-directed private investors, HNW individuals and family offices holding assets across several brokers, banks and crypto
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$25/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationOpenfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
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Company InformationOrmax AI
Founded: 2025
United States
ormax.ai
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Categories |
Categories |
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Integrations
Vertalo
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