MaxMyInterest Integrates with Wealthbox

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CRM adds one-click onboarding so financial advisors can help clients earn dramatically higher rates with the leading high-yield cash solution

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Max's integration with Wealthbox means more advisors can help their clients earn more while keeping cash safe in the client’s own FDIC insured accounts. As rates rise, clients are asking for better cash solutions, so this integration is timely for advisors.

MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Wealthbox CRM (“Wealthbox”), a modern CRM platform known for its intuitive user experience for advisory firms and broker-dealers.

As a result of the integration, advisors and client service teams who use Wealthbox now have a one-click way to kick off the onboarding process to help clients access preferred terms and rates of up to 3.83% APY on same-day liquid, FDIC-insured high-yield savings accounts.

“Our integration with Max demonstrates Wealthbox's commitment to powerful, one-click solutions for advisors on our platform," said John Rourke, CEO and co-founder of Wealthbox. "It's the latest example of how we make it easier for advisors to grow their businesses.”

In addition to helping clients earn more on their cash, Max helps financial advisors grow by bringing held-away cash into view. Using Max, advisors can deliver more holistic advice, strengthen existing relationships, and attract new clients.

“Providing my clients with a best-in-class cash solution is an important part of my fiduciary duty,” said J.P. Morgan of Spectrum Advisers, a Wealthbox and Max user. “Max helps my clients earn more on their cash while uncovering held-away assets to help grow my business. This new integration makes it quicker and easier for me.”

More than 1,500 advisory firms turn to MaxMyInterest to help clients earn higher yields on their cash. Max currently has integrations with the top advisory technology firms, including Orion, Envestnet, Morningstar, and more.

“Our integration with Wealthbox, known for its user experience and modern design, means more advisors can help their clients earn more while keeping cash safe in the client’s own FDIC insured accounts,” said Michael Halloran, Head of Partnerships and Business Development for Max. “As rates rise, clients are asking for better cash solutions, so this integration is timely for advisors,” he added.

To learn more about the integration, advisors are invited to join a webinar on December 14, 2022, at 2 pm ET. To register, click here: https://bit.ly/max-wealthbox.

ABOUT MAXMYINTEREST

MaxMyInterest ("Max”), a service of Six Trees Capital LLC, offers intelligent cash management solutions for individuals and financial advisors that enable individual investors to earn dramatically higher yields on cash. Max’s patented technology helps clients reallocate funds among their checking and high-yield savings accounts to earn the highest yield while keeping their funds safe in their own FDIC-insured bank accounts. Today, Max members can earn up to 3.83% APY on FDIC-insured deposits, compared to the national savings average of 0.24%.

Max can be integrated into wealth management platforms so that banks, brokerage firms, registered investment advisors, multi-family offices, and fintechs can deliver better cash solutions to their clients. Max benefits banks, helping them attract direct customer relationships and deposits without spending money on advertising or referral fees.

Learn more about Max’s solutions for financial advisors at MaxForAdvisors.com, for self-directed investors at MaxMyInterest.com and for banks at MaxForBanks.com.

ABOUT WEALTHBOX
Wealthbox® is a CRM platform for financial advisors. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Learn more at http://www.wealthbox.com.

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Abbie Sheridan

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