MaxMyInterest

MaxMyInterest and RightCapital integration featured in InvestmentNews. MaxMyInterest and RightCapital have teamed up to provide financial advisors with an efficient way to incorporate client cash balances directly into financial plans. As reported by InvestmentNews, this integration gives advisors a more accurate, updated view of clients’ net worth, supporting better returns and streamlined cash management. “Financial advisors are eager for better solutions to maximize their clients' cash,” said Michael Halloran, Head of Business Development at MaxMyInterest. “We’re thrilled to work with RightCapital to deliver higher yields and a safer approach to cash management for advisors and their clients.” Read the full article in Investment News: https://bit.ly/3NJxLnH #Fintech #FinancialPlanning #AdvisorTech #Cash #FinancialAdvisor

We're excited to announce our integration with @RightCapital, making it even easier for financial advisors to help clients maximize returns on their cash. With seamless access to Max's platform through RightCapital, advisors can help their clients earn up to 4.91% APY, FDIC-insured, while gaining insight into held-away assets and growing their business. Join our upcoming webinar on October 30 to discover how this integration can help you better serve your clients. Register at https://lnkd.in/gbMu_t_i Learn more about Max at MaxForAdvisors.com. #FinancialPlanning #FinancialAdvisors #WealthManagement #Cash

We're excited to announce our integration with @RightCapital, making it even easier for financial advisors to help clients maximize returns on their cash. With seamless access to Max's platform through RightCapital, advisors can help their clients earn up to 4.91% APY, FDIC-insured, while gaining insight into held-away assets and growing their business. Join our upcoming webinar on October 30 to discover how this integration can help you better serve your clients. Register at https://lnkd.in/gbMu_t_i Learn more about Max at MaxForAdvisors.com. #FinancialPlanning #FinancialAdvisors #WealthManagement #Cash

We're excited to announce our integration with @RightCapital, making it even easier for financial advisors to help clients maximize returns on their cash. With seamless access to Max's platform through RightCapital, advisors can help their clients earn up to 4.91% APY, FDIC-insured, while gaining insight into held-away assets and growing their business. Join our upcoming webinar on October 30 to discover how this integration can help you better serve your clients. Register at https://lnkd.in/gbMu_t_i Learn more about Max at MaxForAdvisors.com. #FinancialPlanning #FinancialAdvisors #WealthManagement #Cash

Thank you, @XYPN Live. We had a great time meeting many of you and look forward to 2025. If we missed you, and you’d like to learn more about Max, schedule a demo or 1:1 meeting here: calendly.com/advisordemo #XYPNLive #WealthManagement #Fintech #FinancialAdvisors

Heading to XYPN Live? Be sure to stop by booth 505 to connect with our team and see how Max can help your clients earn up to 5.15%, FDIC-insured. If you'd like to see a demo or arrange a 1:1 meeting, book here: calendly.com/advisordemo We look forward to seeing you there. #XYPNLive #WealthManagement #Fintech #FinancialAdvisors

As the Fed begins its easing cycle, Gary Zimmerman, Founder & CEO of Max, joined Yahoo Finance to discuss how investors can still earn over 5% on their cash while staying fully insured. https://lnkd.in/geMGyPi8 #FinancialAdvisors #FinancialPlanning #FDIC #HighYieldSavings"

We’re looking forward to XYPN Live. Visit us at booth 505 to learn how Max can maximize your clients’ earnings on cash, with rates up to 5.15%, FDIC-insured. Want to learn more? Schedule a demo or 1:1 meeting here: calendly.com/advisordemo Looking forward to seeing you there. #XYPNLive #WealthManagement #Fintech #FinancialAdvisors

Thank you, Future Proof! It was great meeting many of you, and we’re looking forward to 2025. If we missed the chance to connect, schedule a demo or 1:1 meeting here: calendly.com/advisordemo #FutureProof #WealthManagement #Fintech #FinancialAdvisors

With the recent Fed rate cut, it’s a good time to reassess your investment strategy. “Regardless of the rate environment, clients should always be looking to earn the highest yields possible on their cash.” - Gary Zimmerman, as quoted in Financial Planning https://lnkd.in/gpTSkUDw Max helps your clients maximize yield on their cash with rates up to 5.38%, FDIC-insured. Learn more at MaxForAdvisors.com #financialplanning #wealthmanagement #financialadvisors #advisorsolutions