Portfolio Showcase · iOS & Android

MaximOne
Mobile

A wealth management companion app for iOS & Android — built for the MaximOne financial ecosystem, part of Maxim Advisory Group.

Previously available on the App Store & Google Play

4
Core Modules
2
Platforms
5
Advice Categories
Home
Advice
KPI
Feature Walkthrough

Built for modern wealth management

Wealth Sense Dashboard
$151,515
Investments Tracked
Your financial health at a glance

Wealth Sense Dashboard

At-a-glance financial health scoring with a live Wealth Sense gauge, personalized advice plans, and real-time KPI tracking for investment portfolios.

Smart Nudges & Reminders
100%
On-time Reminders
Stay ahead of your financial calendar

Smart Nudges & Reminders

AI-powered nudges keep clients on track with timely financial reminders integrated into their calendar view — so nothing falls through the cracks.

Comprehensive Advice Coverage
5
Advice Categories
Every dimension of personal finance

Comprehensive Advice Coverage

Structured advice planning across Personal Risk & Insurance, Estate & Legal Planning, Personal Finance, Investments, and Tax — with completion tracking.

Live KPI Monitoring
17%
Portfolio Performance
Real numbers, real time

Live KPI Monitoring

Real-time tracking of investment market values, TFSA/RRSP contribution room, and portfolio performance metrics — all in one focused view.

Technical Foundation

Built with

.NET MAUI
Cross-platform iOS & Android
iOS & Android
Native app store distribution
REST API
Maxim Advisory Group portal integration
Push Notifications
Smart nudges & reminders
Secure Auth
Financial-grade authentication
Real-time Sync
Live portfolio data feeds