Tag : 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......
1