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Wealth Utilities

FolioMax

Powerful portfolio analytics for informed investment decisions.

"FolioMax is a portfolio management and analytics platform designed to empower RIAs with comprehensive insights into client portfolios. It provides tools for performance reporting, risk analysis, and investment data aggregation, enabling advisors to make informed decisions and deliver superior client service. Firms use FolioMax to streamline investment management workflows and enhance client communication."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #0 in Wealth Utilities
Validated Adoption
0 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Performance reporting and attribution
Risk analysis and stress testing
Asset allocation optimization
Customizable dashboards
Client-ready reporting

Primary Use Cases

Portfolio performance analysis
Risk management and compliance reporting
Investment strategy development

Agentic Intelligence Briefing

"FolioMax empowers RIAs with data-driven portfolio insights for better investment management and client service."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive investment data and analytics
Helps optimize investment management processes
Potentially strong reporting capabilities

Adoption Hazards

Lack of pricing information hinders precise evaluation
No website provided limits ability to assess UX/UI and full feature set

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs seeking advanced portfolio analytics
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Morningstar Direct
2FactSet
3Black Diamond

Value Proposition

"FolioMax provides powerful investment data and analytics that empowers RIAs to make smarter investment decisions and optimize client portfolios."

Audit Your RIA Stack

See how FolioMax fits into your overall tech efficiency score.

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