Wealthbox is excited to announce a new integration with Max, a service of Six Trees Capital LLC. Max offers cash management solutions for individuals and financial advisors that enable individual investors to earn dramatically higher yields on cash. The data-sync integration between Wealthbox + Max allows advisors to kick off the setup process for clients while increasing the accuracy of client information.
How it Works:
Advisors and client service teams can kick off the Max setup process for clients from Wealthbox, saving time while increasing the accuracy of client information. To begin, make sure you’ve registered for a Max Advisor Dashboard account and have connected it to Wealthbox.
From the Contact Details module within Wealthbox, select Max For Advisors in the “Send To” menu.
Once you click Max For Advisors, the client onboarding workflow in Max will be pre-populated with the relevant client information from Wealthbox.
“The integration with Wealthbox makes it easy for advisors to help clients earn on their cash,” said Michael Halloran, Head of Business Development and Partnerships at Max. “This integration helps advisors save time by pushing client information into our dashboard so clients are able to earn the highest interest rate possible while keeping safe in their own FDIC-insured accounts.”
“Our integration with Max demonstrates Wealthbox’s commitment to powerful, one-click solutions for advisors on our platform,” said John Rourke, CEO and Co-founder of Wealthbox. “It’s the latest example of how we make it easier for advisors to grow their businesses.”
Connect Wealthbox and Max to start helping your clients manage their cash!