RightCapital Integrates with MaxMyInterest to Provide Advisors Seamless Access to Data from Maxs Cash Management Platform directly within Client Financial Plans

▤ Summary

"Financial advisors are eager for better solutions to maximize their clients cash, which was made clear by the demand for this integration," said Michael Halloran, Head of Partnerships and Business Development for MaxMyInterest. "With this new integration, advisors can maintain a more complete picture of their clients finances in RightCapital - helping to ensure they are on track to achieve their goals." "Having Max integrated directly into RightCapital provides a more holistic picture of my clients cash holdings," added Galen Herbst de Cortina, Owner and Lead Financial Planner at Buff Your Finances. "As a long-time user of MaxMyInterest, I can attest that the platform helps me and my clients sleep better at night knowing their cash is same-day liquid and earning the highest possible yield." Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors (Source: The Kitces Report - 2023 AdvisorTech Study).

▦ Linked Companies

RightCapital Inc.

$1M to $5M