Max enables financial advisors to deliver a superior yield on held-away cash, an asset class which, according to the RBC/Capgemini 2020 World Wealth Report, comprises 22.1% of the average HNW family's assets. Held-away cash is often 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 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. 

You can also visit to learn more or to register for complimentary access to the Max Advisor Dashboard.