Max for Advisors: Grow your practice by helping your clients earn dramatically higher yield on cash, FDIC-insured.
ABOUT this webinar
Topic: New Partner Spotlight: Max for Advisors
Description: Our New Partner webinars provide you with the details you need to 1) determine whether or not a new integration partner might be beneficial to your office and 2) if so, learn how to get signed up, set up, and using the integration between Redtail and that new partner.
MaxMyInterest is a cash management solution for investors with significant cash balances who wish to optimize their returns on cash. Come learn how to grow your practice by helping your clients earn dramatically higher yield on cash, FDIC-insured.