FOR IMMEDIATE RELEASE
MaxMyInterest Wins Cash Management Award at the 2020 WealthManagement.com Industry Awards
New York, NY — September 21, 2020 — MaxMyInterest, a leading provider of innovative cash management solutions for financial advisors and their clients, announced today that it won the 2020 WealthManagement.com Industry Award for cash optimization technology providers. The award recognized Max’s patented Common Application, which allows clients to open high-yield savings accounts at multiple online banks in less than 60 seconds.
“We’re honored to receive this recognition for our account-opening technology, which is the fastest in the industry, said Michael Halloran, Head of Partnerships and Business Development at Max. "It’s especially exciting because this is the first year that cash management technology has had its own category in the WealthManagement.com awards, which illustrates the growing importance of cash as an asset class and as a focus for financial advisors seeking to serve their clients better.”
Max’s solutions for financial advisors include the Max Advisor Dashboard, which is a platform-independent place to access collateral and support content, kick-off the enrollment process for clients, and view client balances. This visibility is a key contributor to better holistic planning for clients.
Currently, advisors from more than 1200 wealth-management firms have registered to use Max with their clients. Max is integrated with leading platforms such as Morningstar® ByAllAccounts® and Orion.
Now in its sixth year, the WealthManagement.com Industry Awards is the only awards program to honor outstanding achievements by companies and organizations that support financial advisor success. Because of the COVID-19 pandemic, this year’s black-tie awards ceremony was broadcast live on the internet.
“The WealthManagement.com Industry Awards allow us to recognize the creativity, success and excellence of firms like MaxMyInterest that serve the financial advisor community,” said David Armstrong, Editor-In-Chief of WealthManagement.com. “Congratulations to this year’s winners—we look forward to seeing you next year.”
MaxMyInterest (“Max”), a service of Six Trees Capital LLC, offers cash management solutions for individuals and financial advisors that enable individual investors to earn significantly higher yields on cash while empowering financial advisors to provide more holistic advice. Max automatically works to help ensure deposits earn the highest yield possible while remaining FDIC-insured. Today, Max members can earn up to 0.85% APY on same-day liquid, FDIC-insured cash, compared to the national savings average of 0.05%. Learn more about Max’s solutions for financial advisors at MaxForAdvisors.com and for self-directed clients at MaxMyInterest.com.
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