Dynasty Financial Partners Launches Max: New High-Interest Cash Solution for Dynasty Network
"We are always seeking to find ways to give Dynasty's network advisors the best and most innovative offerings in the market. High net worth clients typically hold a relatively large cash position and offering a new higher-rate option through Max gives our independent advisors a solution for cash that will really benefit their clients," according to
Dynasty's investments team added Max to allow financial advisors within the Dynasty network to help individual investors, companies, and institutions with their cash needs. Over time, Max will become integrated with reporting solutions that advisors use to track clients' portfolios.
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Max can be linked to a primary checking account, in which case it serves as a cash sweep using the higher interest rates from online banks, or linked to a brokerage account, where it operates as a separately managed account for strategic cash allocations.
Dynasty Investment Platform
Dynasty's investment platform has achieved significant milestones
- Total asset level on the Dynasty Investment Platform is approximately
$15.4 billion . - Dynasty offers a full spectrum of investment platform solutions ranging from research, tools and operational support for Advisors as Portfolio Managers, to custom UMA/SMAs, to Outsourced Chief Investment Officer (OCIO) services.
- Network advisors have access to a fully tech-enabled platform of hedge funds and private investments, including innovative multi-manager private equity and private credit solutions.
- Dynasty also provides access to leading investment banking partners to deliver bespoke solutions, including hedging, monetization, structured products and capital raising advisory services.
About Dynasty Financial Partners
Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter:@DynastyFP
Youtube: http://bit.ly/1MKXhC8
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