QuickEasy BOS

QuickEasy BOS

QuickEasy Software
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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.

About

QuickEasy BOS offers a local, robust alternative to big-name international ERP systems. Multi-currency, multi-location, multi-entity, BOS scales with you. Providing big-brand functionality with small-brand prices, you get everything you want in a cloud-based or on-premise ERP system. Integrate every part of your business in one system.

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

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

Audience

All industries that require improved efficiencies and streamlined complex operations.

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

No images available

Screenshots and Videos

Pricing

$25/month
Free Version
Free Trial

Pricing

$49/user/month
Subscribtion
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

Ormax AI
Founded: 2025
United States
ormax.ai

Company Information

QuickEasy Software
Founded: 1998
South Africa
www.quickeasysoftware.com

Alternatives

Alternatives

Sage 300

Sage 300

Sage
Gravity Software

Gravity Software

Gravity Software, LLC

Categories

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Integrations

No info available.

Integrations

No info available.
Claim Ormax AI and update features and information
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