If you use Orion as your reporting platform, you can view your clients' Max balances directly in Orion. Simply ask your Orion admin to enable the “Max For Advisors” integration. You will then be able to Single Sign-On (SSO) between Orion and Max to grant permission for client data to flow seamlessly between the two platforms without clients having to enter any logins or passwords. Your client’s total optimized cash will come in as a single account on Orion, where you can manage it just like any other account e.g. designate it as managed or unmanaged. For more information about this integration, advisors should contact their local Orion admin or Orion support.
If you use Morningstar ByAllAccounts, your clients' Max balances can be easily added to your client reporting platform. Use your Max Advisor Dashboard login credentials to connect Max to your reporting platform (such as Black Diamond, Tamarac, or Addepar) using ByAllAccounts. For details, contact your local ByAllAccounts administrator or reach out to ByAllAccounts support.
If you would like to report on Max balances with other portfolio reporting platforms or aggregation solutions, contact your portfolio reporting system account representative and request support for Max.
If your reporting platform does not currently have an integration with Max, you can use as-of-date balances from your Max Advisor Dashboard and enter this data into your reporting system. This data is available on-screen as well as available for download as a CSV file via a link at the bottom of your Max Advisor Dashboard.