Integrations /Custodians & Portfolio Management
Modern CRM integrated with cash management software to earn higher interest rates.
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.
“With this integration, it's easy for advisors to help clients earn on their cash, while keeping safe in the client's own FDIC-insured accounts.”
Head of Business Development and Partnerships, Max
Ready to try? Start your 30-day free trial now. Or schedule a demo.
Let’s do this!