FOR IMMEDIATE RELEASE
Advisors can now easily integrate premier high-yield cash solution into their practices
New York, NY and Omaha, NE — February 13, 2020 — MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Orion Advisor Tech, LLC (“Orion”), a division of Orion Advisor Solutions, to meet the needs of advisors seeking better ways to deliver higher yields on client cash.
Max enables advisors to offer clients preferential interest rates up to 1.92% APY on same-day liquid, FDIC-insured bank deposits exclusively through the Max platform. With client permission, advisors gain visibility into held-away cash, allowing for more comprehensive financial advice and organic business growth.
“We’re excited to partner with Orion to deliver a solution that helps advisors better serve their clients,” said Michael Halloran, Head of Partnerships and Business Development for Max. “MaxMyInterest is dedicated to enabling advisors to manage cash efficiently and grow their business. Orion helps us further achieve this goal.”
Key integration features include:
- Viewing Max balance data directly within the Orion platform, providing transparency into held-away cash balances.
- Single sign-on (SSO) between Orion and the Max Advisor Dashboard, eliminating the need for additional logins.
- Ability to incorporate Max balances into client asset allocation.
- House-holding support, enabling combined reporting for individual, joint, and trust accounts.
“Partnering with MaxMyInterest to provide deeper insights into client assets aligns perfectly with our mission,” said Adam Palmer, Client Experience Director for Orion. “This integration empowers advisors to deliver comprehensive financial guidance, adding significant value beyond traditional portfolio management.”
The partnership addresses competition from high-yield accounts offered by digital firms, providing advisors an advisor-centric platform that offers even higher yields from select online banks through Max.
“Having balances reported in Orion makes MaxMyInterest even more compelling for clients,” noted J.D. Bruce, President of Abacus Wealth Partners and Max user.
For more information on the Max For Advisors integration, advisors should contact Orion support. Administrators can enable the integration within Orion Connect, facilitating seamless data exchange between platforms.
About MaxMyInterest
MaxMyInterest (“Max”), a service of Six Trees Capital LLC, provides cash management solutions enabling individuals and financial advisors to earn significantly higher yields on cash while delivering comprehensive financial advice. Max ensures deposits consistently earn the highest yields while remaining FDIC-insured. Today, Max members can earn up to 1.92% APY, significantly above the national savings average of 0.10%.
Learn more:
- Advisors: MaxForAdvisors.com
- Individuals: MaxMyInterest.com
About Orion Advisor Tech
Orion Advisor Technology, LLC empowers fiduciary advisors with technology including client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. Orion supports advisors managing over $1 trillion in AUA across 3.3 million accounts.
For more information, visit www.orion.com.
Media Contacts
MaxMyInterest
FiComm Partners
Kathleen Hopkins
+1 (609) 980-6500
kathleen.hopkins@ficommpartners.com
Orion Advisor Tech
Gregory FCA
Jimmy Moock
+1 (610) 228-2125
jimmy@gregoryfca.com
Orion does not endorse any particular third-party product or service. Clients should conduct their own assessments to ensure suitability.