Search Results for: MaxMyInterest

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Finance News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits

Fintech News Desk
by Fintech News Desk0
eMoney’s clients now have access to MaxMyInterest via an advisor connection in the eMoney platform MaxMyInterest, the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that......
eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates on FDIC-Insured Deposits
Fintech News

eMoney Advisor Adds Support for MaxMyInterest to Enable Advisors to Deliver Market-Leading Rates

PR Newswire
by PR Newswire0
 MaxMyInterest (“Max”), the leading provider of intelligent cash management solutions for individual investors and their advisors, announced an advisor connection within the financial planning platform of eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The connection enables financial advisors using eMoney and Max’s solution......
BankProv Joins the MaxMyInterest Platform to Offer Premium High-Yield Savings Account
Banking News

BankProv Joins the MaxMyInterest Platform to Offer Premium High-Yield Savings Account

PR Newswire
by PR Newswire0
New offering enables depositors to open high-yield savings accounts at BankProv in less than one minute BankProv, a future-ready commercial bank that offers technology-driven banking solutions to its clients, is pleased to announce its nationwide partnership with MaxMyInterest (Max), an intelligent cash management platform for individual investors and financial advisors. Through this......
Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client's Full Financial Profile
Business Fintech News

Envestnet | MoneyGuide Adds MaxMyInterest Integration, Empowering Advisors to View and Better Optimize a Client’s Full Financial Profile

Fintech News Desk
by Fintech News Desk0
Industry-leading financial planning innovator adds premier high-yield cash solution offering to help advisors plan even more holistically while guiding clients on the path to financial wellness Envestnet | MoneyGuide and MaxMyInterest (“Max”) announced an integration to give advisors more insight into clients’ held-away cash balances and provide an intelligence-driven solution......
MaxMyInterest Integrates with Redtail Technology
Banking Business Fintech News Robotic Process Automation

MaxMyInterest Integrates with Redtail Technology

Fintech News Desk
by Fintech News Desk0
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
RCG Global Services Acquires Woodridge Software to Expand its FinTech Services Capabilities
Banking Fintech News

RCG Global Services Acquires Woodridge Software to Expand its FinTech Services Capabilities

PR Newswire
by PR Newswire0
RCG Global Services, a global digital transformation services provider, announced the acquisition of Woodridge Software, a FinTech focused software development firm based in Colorado. Woodridge provides services to clients in a range of industries with strong specialization in financial services and has successfully delivered projects to banks and credit unions across the......
Ledgible Launches NFT Suite - NFT Management, Portfolio Tracking, & Accounting Software for NFTs
Digital Asset Management News

Ledgible Launches NFT Suite – NFT Management, Portfolio Tracking, & Accounting Software for NFTs

PR Newswire
by PR Newswire0
Unveils new NFT Management Platform, Tax & Accounting Tools for NFTs Ledgible, the leading digital asset tax, accounting, and data platform for Enterprises & Institutions,  announced the company launched its new NFT Suite, a professional offering for NFT portfolio management, tax & accounting tracking, reporting, and year-round planning. This new......
HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy
Banking News

HSBC Launches Global Private Banking in India to Serve Fast-Growing Economy

Business Wire
by Business Wire0
HSBC has launched its Global Private Banking (GPB) business in India to serve high-net-worth (HNW) and ultra-high-net-worth (UHNW) professionals, entrepreneurs and their families. The new business is aimed at clients with investable assets of more than $2 million. “Entrepreneurialism and innovation are fuelling both economic growth and significant wealth creation......
Groupe Touchette Partners with Pivotree to Increase Transactions with New Dynamic B2B Customer Portal
B2B Commerce News

Groupe Touchette Partners with Pivotree to Increase Transactions with New Dynamic B2B Customer Portal

Business Wire
by Business Wire0
New platform enables a boost in sales and functionality, resulting in streamlined workflows and over 15% increase in transactions to date Pivotree Inc., a leading provider of frictionless commerce solutions and services, announced it achieved another milestone in it’s partnership with Groupe Touchette, one of the largest Canadian-owned tire distributors,......
1