Product Description

About this Product

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Intelligent aggregation solution for advisors & high-net-worth clients: 
  • Provides visibility into held-away cash for advisors
  • Helps client obtain broader FDIC coverage and stay below the FDIC limits
  • Intelligent cash management including funds transfers, consolidated tax reporting, and direct integrations with leading online banks and reporting platforms

About Six Trees Capital LLC

Max is operated by Six Trees Capital LLC, a privately held financial technology company backed by a group of sophisticated investors who share a common vision for innovation in the financial services sector. Our investors include the former CEOs, COOs and CTOs of some of the world’s largest banks and asset management firms; general partners and investment professionals at leading private equity firms, hedge funds and venture capital firms; partners at leading law firms; technology entrepreneurs; and family offices. Learn more about Max's solutions for financial advisors at MaxForAdvisors.com.

Product Details

More info about us

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Category

Data Aggregator
Serving Since Icon

Serving RIAs Since

2013
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Discount for Schwab Clients?

Yes

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.