Max Launches Comprehensive Private Banking and Lending Capabilities for RIAs

Max has expanded its platform to include comprehensive private banking and lending capabilities designed specifically for wealth management firms.
The new suite of services allows advisors to offer their clients competitive rates on both cash management and specialized lending products.
By integrating these banking tools, advisors can gain a more holistic view of their clients' financial lives and improve overall retention.
The platform streamlines the application and approval processes for high-net-worth individuals seeking sophisticated credit solutions.
These enhancements build upon the company’s existing automated cash management technology to provide a unified financial ecosystem.
The service is structured to integrate seamlessly with the existing workflows and technology stacks used by Registered Investment Advisors.
This strategic launch marks the company's evolution into a broader provider of private banking infrastructure for the wealth management industry.

Knote: Don't let those clients get within 20 nautical miles of a Chase branch!