Max enables financial advisors to deliver a superior yield on held-away cash, an asset class which, according to the RBC/Capgemini 2015 World Wealth Report, comprises 23.7% of the average HNW family's assets. Held-away cash is often is an overlooked opportunity across a range of clients, so Max can be a great way to serve your clients and prospects with a compelling solution.
The Max Advisor Dashboard is available to financial advisors at no cost. Custom co-branding of the Max cash management solution is also available to leading financial advisory firms at a nominal cost.
If you are a financial advisor and are interested in offering Max to your clients, please contact firstname.lastname@example.org and we would be pleased to schedule a live demonstration of Max, explain how Max benefits both clients and advisors, and answer any questions you might have.