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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$25/month
Free Version Not Supported
Free Trial Supported

Pricing

$49/user/month
Subscribtion
Free Version Not Supported
Free Trial Not Supported

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

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
Vestiio

Vestiio

Vestiio GmbH
Gravity Software

Gravity Software

Gravity Software, LLC

Categories

Wealth Management Supported

Categories

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Not Supported
Point of Sale (POS) Supported
Project Management Not Supported
Purchasing Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Supported
Vendor Management Supported

Integrations

No info available.

Integrations

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