FOR IMMEDIATE RELEASE
New York, NY — September 21, 2020 — MaxMyInterest, a leading provider of innovative cash management solutions for financial advisors and their clients, announced today that it won the 2020 WealthManagement.com Industry Award for cash optimization technology providers. The award recognized Max’s patented Common Application, which allows clients to open high-yield savings accounts at multiple online banks in less than 60 seconds.
“We’re honored to receive this recognition for our account-opening technology, which is the fastest in the industry,” said Michael Halloran, Head of Partnerships and Business Development at Max. “It’s especially exciting because this is the first year cash management technology has had its own category in the WealthManagement.com awards, highlighting the growing importance of cash management for advisors and clients.”
Max’s solutions for financial advisors include the Max Advisor Dashboard, a platform-independent hub to access collateral, support content, initiate client enrollments, and view client balances—providing enhanced visibility for holistic client planning.
More than 1,200 wealth-management firms currently utilize Max’s services, which integrate seamlessly with leading platforms such as Morningstar® ByAllAccounts® and Orion.
Now in its sixth year, the WealthManagement.com Industry Awards uniquely recognize outstanding achievements by firms supporting financial advisor success. Due to the COVID-19 pandemic, this year’s ceremony was broadcast live online.
“The WealthManagement.com Industry Awards allow us to celebrate firms like MaxMyInterest, whose creativity, success, and excellence significantly support the financial advisor community,” said David Armstrong, Editor-In-Chief of WealthManagement.com. “Congratulations to this year’s winners—we look forward to seeing your continued impact.”
About MaxMyInterest
MaxMyInterest (“Max”), a service of Six Trees Capital LLC, offers cash management solutions enabling investors to earn significantly higher yields on cash while empowering advisors to provide holistic financial guidance. Max ensures deposits automatically earn the highest yields while remaining FDIC-insured. Today, Max members can earn up to 0.85% APY on FDIC-insured cash, significantly above the national savings average of 0.05%.
Learn more:
- Advisors: MaxForAdvisors.com
- Individuals: MaxMyInterest.com
About WealthManagement.com
WealthManagement.com, an Informa business, provides essential resources for wealth professionals seeking to stay informed, enhance client relationships, and grow their practice.
About Informa
Informa PLC is a leading international business-to-business information services group operating in over 30 countries. Listed on the London Stock Exchange, Informa provides transaction-led exhibitions, specialist data, intelligence services, and academic content to help businesses connect, learn, and gain a competitive edge.
Media Contacts
MaxMyInterest
FiComm Partners
Rita McNeil
+1 (862) 202-1733
Rita.McNeil@FiCommPartners.com