INTRODUCING: MAX Private℠
A Private Banking Solution for Leading Wealth Management Firms and their Clients
Empower your advisory firm with comprehensive private banking and lending capabilities that help you serve the full needs of your clients.
High-yield cash management
Bespoke lending capabilities
Custom branded
client experience
Seamless integrations with your existing tech stack
Max Private℠ empowers wealth management firms with full-service private banking capabilities.
Max Private℠ enables you to deliver a complete private banking experience for your highest-value clients, enabling them to concentrate their relationship with your firm. With Max Private, your clients gain access to white-glove service for checking, high-yield savings, and bespoke lending solutions. Whether your clients need a specialized home mortgage, securities-based lending, trust services, or a yacht loan, Max Private can help you deliver.
Max Private empowers wealth management firms to deliver a smarter, more powerful private banking experience, including:
- Bespoke lending capabilities including private mortgage, securities-based lending, art loans, yacht loans, and complete trust banking services.
- Out-of-the-box integrations with your existing tech stack including leading CRMs (Redtail, Wealthbox), reporting platforms (Orion, Addepar), and planning software (eMoney, MoneyGuide, RightCapital).
- Custom-branded client experience that enables you to put your firm’s brand front and center, including the option for firm-branded debit and credit cards.
- A flexible business model that allows advisory firms to configure products and features that align with their strategy – ideal for large RIAs and private-equity-backed platforms seeking to differentiate and scale.
- White-glove service including a dedicated team of private bankers to meet the needs of your most discerning clients.
- Instant enrollment in as little as 2 minutes from any computer or mobile device.
- A cash optimization platform that helps advisors discover held-away cash, grow AUM, and offer clients access to preferred rates on savings, with increased FDIC insurance coverage up to $50 million per client.
- Modern advisor and client portals that provide visibility into held-away cash balances and one-click funds transfers.
Designed for leading advisors and their discerning clients.
Max Private delivers a modern, intuitive dashboard that elevates your client’s financial experience. Your clients will gain access to market-leading rates, expanded FDIC insurance coverage up to $50 million per client, and same-day liquidity.
Expand your service offering and accelerate your growth.
Max has partnered with a leading private bank that has made a strategic decision not to engage in wealth management. As such, they are an ideal partner to deliver complete private banking solutions that are complementary to your practice, enabling your firm to compete more effectively against the large wirehouses who offer banking and lending capabilities. With Max Private, your clients will have a dedicated private banker to assist them with all their banking and lending needs, enabling you to deliver comprehensive banking and wealth management solutions for your best clients.
Max Private is currently available to select wealth management firms with more than $10 billion in AUM.
Contact your Max relationship manager or email maxprivate@maxmyinterest.com to learn more.
True stories, real impact.
What wealth management firms are saying about Max Private.
“There is nothing in the market that I’m aware of that can deliver all of this in one package.”
“This fills a massive gap in the market.”
“This would solve a major hole for RIAs.”
Let's connect.
Contact us to discuss how Max Private can help you expand your service offering and accelerate your business.