Insights

Whether you’re an individual, business owner, financial professional or are just curious about Max, here you can find a wealth of educational support materials designed to help you better understand Max and its innovative and intelligent cash management solution.

Frequently Asked Questions

Your Questions, Answered.

Press and Media Coverage​

Explore our press and media coverage to see how Max is making headlines:

Max Launches Comprehensive Private Banking and Lending Capabilities to Meet the Needs of Leading Wealth Management Firms

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Silver Oak Securities Selects Max as Its Home Office Solution for Held-Away Cash

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MaxMyInterest Launches New Brand and Website, Reflecting Max’s Continued Growth

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Research and Case Studies

Discover how Max is helping financial professionals, individuals and business owners from real-world examples.

Austin Wealth Management

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Willow Creek Wealth Management

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The Impact of Active Management on Cash

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Max Blog

Stay up to day with the latest insights from Max’s leadership team, covering a wide range of topics to help you navigate the financial markets and make the most of your cash.

2025 Year in Review and Outlook for 2026

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Rethinking Wealth Management for Affluent Clients: The Two-Bucket Approach

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How to Avoid Being Eaten by an Alligator? Don’t Swim in the Everglades.

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Events and Webinars

Join us at upcoming events to learn more about Max, gain insight into cash management and financial planning.

Elevating the Client Experience with Max and Wealthbox

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T3 Technology Conference 2026

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Cash in Financial Planning: An Advisor’s Perspective with Buff Your Finances and RightCapital

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Getting started is easy.

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