Max Launches Private Banking Suite for RIAs and High-Growth Advisory Firms

Max Unveils Max Private for Large RIAs and High-Growth Advisory Firms

Max has unveiled Max Private, an advanced suite of private banking and lending services designed to cater to large Registered Investment Advisers (RIAs) and rapidly growing advisory firms. The new enterprise product suite offers bespoke lending capabilities, including private mortgage lending, securities-based lending, art loans, yacht loans, and trust banking services. Max Private also offers cash optimization services with robust FDIC insurance coverage, making it an appealing choice for large RIAs and hybrid firms.

Max Private’s Integrations and Customizable Client Experiences

Max Private also boasts of seamless integrations with leading CRMs, planning software, and reporting platforms, enhancing its appeal for advisory firms seeking differentiation and scale opportunities. The platform offers customizable client experiences, allowing firms to showcase their brand and colors. This includes options for firm-branded debit and credit cards.

Zocks and Wealth.com Partner to Streamline Estate Planning

In other fintech news, Zocks and Wealth.com have announced a partnership aimed at enhancing estate planning efficiency. The integration automates data entry and client follow-ups, which traditionally required significant time and effort. This solution leverages AI to capture crucial details from client conversations and sync them automatically with client and estate planning information. The system also extracts data from Wealth.com to prepare for meetings and follow-ups, enabling advisors to track client progress without changing systems.

Allworth Advisors to Use RISR’s Business Owner Planning Technology

RISR has announced a strategic partnership with Allworth Financial, a prominent investment advisory firm managing around $34 billion assets. Allworth advisors will use RISR’s business owner planning technology to guide entrepreneurs through business growth, valuation, and succession and exit planning. This integration is designed to enhance Allworth’s capability to deliver coordinated financial, tax, and business planning to its nationwide business owner clients.

Opto Hires Warren Seubel to Oversee Diligence AI Rollout

Private markets platform provider Opto Investments has hired Warren Seubel to manage client relationships and oversee the rollout of Opto’s Diligence AI tool. His role includes promoting the adoption of Opto’s Diligence AI, which automates private markets research and analysis for investment teams. The tool mines data from documents, benchmarks fund and manager performance, and generates investment committee memos, allowing analysts to concentrate on decision-making.