Max for Advisors: Grow your practice by helping your clients earn dramatically higher yield on cash, FDIC-insured.
ABOUT Max for Advisors Max is an intelligent cash management service that helps your clients earn more on FDIC-insured bank deposits. Funds always remain in your clients’ own bank accounts.
Max is not a bank, asset manager, or investment advisor. Max is a service that optimally allocates cash among your clients’ own bank accounts. Max operates independent of the banks and comes at no cost to advisors. Clients pay a nominal fee of 0.02% per quarter on optimized cash. Clients of financial advisors are not subject to any minimum fee.
WHAT ARE THE INTEGRATION POINTS BETWEEN MAX FOR ADVISORS AND REDTAIL CRM? Once you have activated the integration, you’ll have the option to send your clients from Redtail to Max. Choosing that option will allow you to initiate the account opening process for that client within Max for Advisors.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.