In development · Maxwell for Clients
An app for the clients you can’t yet serve.
Offer your sub-scale clients and next generation leads one app for their savings, investments and home, with a route back to your firm when they need advice.
What your clients see
Their net worth at a glance
Your clients’ savings, investments and home add up to one figure, less the mortgage, with prompts made for them.
Every balance, provider, fund and person in the app screens on this page is fictional, and the value of investments can fall as well as rise.
What your clients see
Investing, made clear.
- A guided start. Clients check their details, answer a few risk questions, then review a ready-made portfolio with its costs and risks.
- Their portfolio in one view. Its value over time, where it’s invested and every holding.
- Each fund explained. What it invests in, their units and what it costs.
- Every transaction. Money in, purchases and charges, with monthly statements.
Below your minimum, but not left alone.
Maxwell has no minimum. Clients you can’t yet serve profitably get support, and stay connected to your firm.
Digital when they want it. Human when they need it.
A new job, a house move, a baby, an inheritance. When a client’s life changes, Maxwell will suggest it’s worth talking to an adviser, and bring them back to your firm.
You see what your client chooses to share, so the conversation doesn’t start from scratch.
Your clients control what’s shared
Become a founding firm.
Founding firms get discounted access to Maxwell for Clients and Maxwell.AI Workspace, and help shape both before launch.
- Discounted access when each product launches
- A place in our pilots as they open
- A direct line to the team building it