Wealthbox + Max

Modern CRM integrated with cash management software to earn higher interest rates.

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Overview

MaxMyInterest (“Max”), a cash management solution for individuals and financial advisors, allows individual investors to earn dramatically higher yields on cash.

Max helps clients ensure their cash is earning the highest yield and is FDIC-insured. The data-sync integration between Wealthbox + Max allows advisors to kick off the setup process for clients while increasing the accuracy of client information.

Data is pulled from Wealthbox to automatically populate enrollment forms in the Max dashboard.
Data is pulled from Wealthbox to automatically populate enrollment forms in the Max dashboard.

Resources

Recorded webinar

Elevating the Client Experience with Max + Wealthbox

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Blog post

Max Partners with Wealthbox to Manage Client Returns on Cash

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Michael Halloran at SRK Headshot Day in Menlo Park
“With the Wealthbox integration, it’s easy for advisors to help clients earn on their cash, while keeping safe in the client’s own FDIC-insured accounts.”

Michael Halloran, Head of Business Development and Partnerships, Max

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