MaxWealth shows an entrepreneur's personal and business wealth in one place — risks, company value, succession, tax and financing — then turns it into a prioritised plan and a written report. Built for Malaysia. Less admin, deeper advice.
Personal and business wealth, risk, valuation, succession, tax — one platform.
See the owner's personal money and their company side-by-side — net worth, what's tied up in the business, and how exposed the family really is.
A clear health-check across protection, cashflow, personal guarantees, key-person and succession — colour-coded so the danger areas jump out.
An indicative company valuation (asset, earnings and cash-flow based) and the owner's share — the starting point for selling, succession or raising money.
Answers the question every business owner worries about — with a clear funded / not-funded verdict and the exact shortfall.
Salary-vs-dividend that keeps more in the owner's pocket, and whether the business can support more borrowing.
Everything above turns into a do-this-now / next / later plan you can track — and a polished report written for you.
Business owners: run our two most-requested reports on your own numbers, right now. Save your result with a shareable link and come back any time.
Free indicative valuation · 60 seconds
50-indicator health check for SME cap tables
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Beyond analysis — we help you put the plan into action.
Keep more in the owner's hands — legally.
Hold the right assets in the right entity.
Protect the owner, the family and the business.
Get the cap table and succession right.
No training course required.
Personal details plus the business — shareholders, directors and a simple set of company numbers.
Wealth, risks, valuation, succession, tax and financing are worked out for you automatically.
One prioritised plan — do now / next / later — and a written report, ready to review.
Mark actions done as you go and never miss a client's review date.
A real-world style example, plus a quick calculator to size it for your firm.
The problem. The owner's money and the company's were all mixed up. Nobody could say what the business was worth, how exposed the family was, or whether they could survive if the founder stopped.
With AdvisorOS. The adviser captures the person and the company once. In minutes they see combined net worth, the big risks, an indicative business value, the succession answer, and a tax-smarter way to take money out.
Outcome.
Assumes ~50 min saved per AI-drafted proposal. Usage based on the most-popular plan.
Every plan includes a monthly report allowance; extra reports are billed only as you use them.
How teams put MaxWealth to work.
“Seeing a client's personal and business wealth on one screen changed the conversation completely — we're advising the owner, not selling a product.”
“The "if you stop today, is your family OK?" report lands every time. It turns a routine review into real planning work.”
“Valuation, tax structuring and a prioritised action plan in minutes — work that used to need three different specialists.”
Plain answers — no jargon.
Advisers who serve business owners and entrepreneurs — financial advisers, tax and SME consultants, wealth planners. It handles the owner's personal money and their company together, not just one side.
No. If you can use online banking, you can use this. There's nothing to install — it runs in your web browser.
Yes. Each firm's data is kept completely separate, advisers only see the clients they should, and every action is recorded automatically for compliance.
No. It produces clear estimates and a draft plan to save you time. A licensed adviser still reviews and approves everything — the system never advises on its own.
A report is one generated analysis — a proposal, valuation, risk diagnostic, succession review or the strategic plan. Your plan includes a monthly allowance; you only pay more if you go over.
Yes. Plans scale from a single adviser up to large agencies, so you only pay for what your team needs.
Invite another advisory firm to AdvisorOS. When they subscribe, your firm earns RM 200.00 in credit toward your next invoice. Your referral code is in your Billing dashboard once you sign in.