If you use Orion as your reporting platform, you can view a client’s Max balances in Orion, and the total cash balances will come in as a single account, which you can manage just like any other account on Orion, including allowing clients to view their Max account balance on their portal or see it in reports you send to them.
You can read more about this at MaxForAdvisors.com/Orion, or contact Orion support for information about the integration.
If you use Morningstar ByAllAccounts for aggregation, your client's Max balances can be delivered to any one of the more than 45 reporting platforms that are compatible with this solution. Most importantly, your clients do not have to do anything to set this up since the data flow is enabled by your advisor login.
You can read more about this at MaxForAdvisors.com/ByAllAccounts or contact ByAllAccounts support for information about the integration.
If you use Envestnet MoneyGuide's financial planning software, you can also bring in a client's Max balances directly into MoneyGuide, no matter what other platforms you use for reporting or aggregation.
You can read more about this at MaxForAdvisors.com/MoneyGuide or contact MoneyGuide support for information about the integration.
If you use Redtail as your CRM solution, you can kick off the setup process for a client in just a single click once the integration is enabled on Redtail.
You can read more about this at MaxForAdvisors.com/Redtail or contact Redtail support for information about the integration.
If your reporting platform does not currently have an integration with Max, you can use the 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.
If you would like an integration, contact the platform or tool provider and request support for Max and ask them to contact firstname.lastname@example.org.