Modern Front Office
MAX takes many of Oranj’s revolutionary practice management features to provide advisers with tools for servicing, collaborating, managing, and connecting with clients and prospects.
Diverse Investment Options
We’ve partnered with some of brightest, most innovative firms to offer advisers a wide spectrum of investment options that can be included in current or proposed investment strategies.
Powerful Back Office
We’ve put the best of TradeWarrior’s institutional trading and rebalancing into MAX to give advisers the back office tools they need to implement and manage their clients’ investment strategies.