• Attract new clients

• Strengthen existing relationships

• Bring held-away cash into view

• Provide more holistic advice

HNW household asset allocation
High net worth individuals are currently holding 23.7% of their portfolios in cash and equivalents. Until now, it hasn’t been worthwhile to focus on cash.

Help clients earn more
With Max, your clients can now earn up to 2.50% yield on cash, FDIC-insured. That’s 2.10% to 2.30% more than most investors are earning today in traditional bank or brokerage accounts.

The Max Advisor Dashboard helps bring your clients’ cash into view
See account balances across all your clients’ linked checking and savings accounts

• View held-away checking and savings balances on one screen

• See weighted average yield being earned

• Provide more holistic advice