FOR IMMEDIATE RELEASE
Enables Advisors to Pre-register Their Clients for Max, Speeding Onboarding
New York, NY — May 24, 2016 — MaxMyInterest today launched significant enhancements to client onboarding, simplifying how financial advisors deliver Max’s intelligent cash management solutions to their clients.
The new client invitation feature allows advisors to pre-register clients using existing data, simplifying the account-opening process and providing a streamlined onboarding experience. Advisors who pre-register clients automatically receive read-only access to clients’ held-away cash balances, enabling more comprehensive financial planning and investment advice.
In recent months, Max introduced multiple tools specifically designed for financial advisors, including:
- Max Advisor Dashboard, providing visibility of clients’ held-away cash on a single screen for holistic portfolio advice.
- Custom co-branding opportunities, enabling advisory firms to maintain prominent brand presence while clients benefit from Max.
“Last year, we removed the need for clients to repeatedly enter their information. Now, we’ve eliminated the need for clients to input their name and address entirely,” said Gary Zimmerman, Founder & CEO of MaxMyInterest.
“Wealth management firms consistently express the demand for improved cash solutions. Max empowers advisors to offer significantly higher yields and greater FDIC insurance,” said Michael Halloran, Head of Partnerships and Business Development at Max. “Advisors leverage Max to uncover around 90 basis points of ‘alpha,’ enhance client relationships, and expand their assets under management.”
Financial advisors can access this new tool by registering for free at the Max Advisor Dashboard. For more information or inquiries about custom co-branding opportunities, advisors can contact advisors@maxmyinterest.com.
About MaxMyInterest
Max is an intelligent cash management platform helping individual investors earn higher returns on FDIC-insured deposits. Max’s innovative technology continually reallocates client funds between existing checking or brokerage accounts and high-yield online savings accounts, maximizing returns and FDIC insurance coverage while maintaining desired balances.
Currently compatible with leading financial institutions including Bank of America, JPMorgan Chase, Citibank, Wells Fargo, Fidelity, Schwab, and US Bank, Max integrates savings accounts from Goldman Sachs Bank, Barclays, American Express Personal Savings, Ally Bank, and Capital One 360. Future plans include expanding support to additional banks and brokerage firms.
Max is available directly to individuals at MaxMyInterest.com and to financial advisors at MaxForAdvisors.com. The platform integrates seamlessly with wealth management systems, empowering banks, brokerages, RIAs, and family offices to deliver superior cash management solutions. Max is also available to select professional-services employees.
Based in New York City, Max is a service provided by Six Trees Capital LLC.
Media Relations Contact
Andrew Hoffman, Zito Partners
+1 (908) 546-7447
press@maxmyinterest.com