Morningstar ByAllAccounts, the research shop’s data aggregation service, has integrated with MaxMyInterest, a cash management tool, in an effort to help advisors get better yields on client cash.
Years ago, Gary Zimmerman was living abroad in Japan and working for Citigroup, sitting on cash he made from selling his apartment back home. Processing Content It was 2009, just after the global ...
Top-ranked financial planning software firm RightCapital has forged a partnership with cash management platform MaxMyInterest to give financial advisors easier access to clients' cash data. The new ...
Partnership another milestone in digitization journey. WEST READING, Pa. & NEW YORK--(BUSINESS WIRE)-- Customers Bank (NYSE: CUBI), a digital-first, fintech-forward financial institution with a ...
MaxMyInterest and Envestnet rolled out an update of their Envestnet | MoneyGuide integration. This is meant to provide advisors using the MaxForAdvisors Dashboard and the MoneyGuide financial planning ...
Jim Cramer sits down with MaxMyInterest founder and CEO Gary Zimmerman to hear about how his company is optimizing consumer banking. Got a confidential news tip? We want to hear from you. Sign up for ...
NEW YORK & OMAHA, Neb.--(BUSINESS WIRE)--MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with ...
Veritex Community Bank Partners with MaxMyInterest to Offer FDIC-Insured High-Yield Savings Accounts
DALLAS and NEW YORK, Dec. 19, 2023 (GLOBE NEWSWIRE) -- Veritex Community Bank (Veritex (VBTX)), the banking subsidiary of Veritex Holdings Inc., today announced it has joined the MaxMyInterest (Max) ...
Redtail Technology has rolled out an integration with cash management fintech MaxMyInterest. New York-based MaxMyInterest will allow users of Redtail’s CRM to have one-click access to an onboarding ...
Add Yahoo as a preferred source to see more of our stories on Google. In times of economic and financial uncertainty, investors often lean on cash for some stability. The stock market may take a chunk ...
A typical client of Gary Zimmerman’s fintech banking solution earns enough interest on their cash to pay for a car lease for the rest of their lives. Zimmerman is the CEO of MaxMyInterest, a New York ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results