Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Cash management platform automatically allocating clients' cash across high-yield FDIC-insured savings accounts.
Description
MaxMyInterest automatically allocates clients' cash across high-yield, FDIC-insured online savings accounts to maximize interest, giving advisors visibility into held-away cash while optimizing yield.
Integrations
MaxMyInterest has 9 integrations in our directory
Search below to find what you're looking for
- ByAllAccounts Level 3
- eMoney Advisor Level 3
- LaserApp Level 3
- MoneyGuide Level 3
- Orion Advisor Services Level 3
- Redtail Level 3
- RightCapital Level 3
- Tamarac Level 3
- Wealthbox Level 3
Use the search above to find specific integrations
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APIs and Security
Security checks
None
Public APIs
No
