Ormax AI Reviews & Product Details

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. Ormax 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 what a professional would ask for first: time-weighted and money-weighted return, benchmark comparison, allocation, concentration, cash flow and fees. Multi-entity structures (trusts, LLCs, several portfolios) are supported. Built by a CFA charterholder and former hedge-fund CIO for investors and family offices who run wealth across several custodians and want to see it the way an institution would. Ormax provides portfolio tracking and analytics; it does not provide personalized investment advice.