FOR IMMEDIATE RELEASE
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution
New York, NY — January 26, 2021 — MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial advice industry. The Max For Advisors integration will enable advisors to deliver above-market interest rates to their clients, free from any conflicts of interest.
As a result of the integration, advisors and client service teams who use Redtail’s CRM now have a one-click way to kick off the onboarding process to help their clients earn preferred rates of up to 0.75% APY on same-day liquid, FDIC-insured deposits.
“We are excited to bring our cash management solution to Redtail users and honored to work with a company whose dedication to innovation in the advisor community matches our own,” said Michael Halloran, Head of Partnerships and Business Development for Max. “Max provides advisors with a quantifiable value add by providing a high-yield solution for a typically overlooked and under-earning asset class. By integrating with Redtail, we help advisors grow their AUM, while clients earn market-leading yields.”
Max offers a fiduciary-oriented solution that helps advisors’ clients earn more on their cash by automatically moving funds to the highest yielding FDIC-insured bank accounts. Max also helps advisors gain visibility into held-away cash, enabling holistic advice and business growth. All cash is held directly by clients in their own bank accounts, making Max one of the simplest, safest, highest-yielding, and easiest-to-explain solutions for client cash.
“As we watched the Max platform grow, we saw the trend of client cash becoming more important for advisors,” said Brian McLaughlin, CEO of Redtail. “We’re glad to offer our users another way to automate workflows and manage their practice better while helping clients earn more automatically through our integration with Max.”
About MaxMyInterest
MaxMyInterest (“Max”), a service of Six Trees Capital LLC, provides cash management solutions that enable individual investors and financial advisors to earn dramatically higher yields on cash, empowering advisors to deliver more comprehensive advice. Max ensures deposits earn the highest yield possible while remaining FDIC-insured. Today, Max members can earn up to 0.75% APY on FDIC-insured cash, significantly exceeding the national savings average of 0.05%.
Learn more:
- Financial advisors: MaxForAdvisors.com
- Individuals: MaxMyInterest.com
About Redtail Technology
Founded in 2003, Redtail Technology provides web-based CRM, compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions tailored for the financial services industry. Redtail helps advisors efficiently grow their firms by offering affordable, easy-to-use technologies that integrate with leading industry applications. Committed to exceptional customer service, Redtail actively supports local communities in California, Arizona, and Georgia. For more information, visit redtailtechnology.com.
Media Contacts
FiComm Partners
Rita McNeil
+1 (862) 202-1733
Rita.McNeil@FiCommPartners.com