How Advisors Use Wealthbox + Max to Maximize Interest

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Watch this recorded webinar to see how the Wealthbox + Max integration enables advisors to help clients maximize their returns on cash. This webinar will cover:

  1. How Max’s solution enables individual investors to earn dramatically higher yields on cash.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How the integration between Wealthbox and Max allows advisors to send contact information from Wealthbox to forms in the Max dashboard.
  4. The benefits of the Wealthbox and Max integration, and how to get started with ease.

Speakers

Michael Halloran

Head of Business Development

Max

Chris Kopanski

Sr. Product Specialist

Wealthbox


“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.”

Michael Halloran

Head of Business Development and Partnerships, Max

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