Investment News: Max and Fieldpoint Private Launch Benchmark, a Private Banking Platform for RIAs

Industry publication Investment News features the announcement of Benchmark, by Fieldpoint Private™ and Max. Benchmark is a turnkey private banking platform for independent RIAs and their high-net-worth clients. It embeds banking into advisors' workflows, integrating with CRMs like Redtail and Wealthbox for account enrollment in under 60 seconds, encompassing checking and high-yield savings, with balance data flowing automatically into advisor financial planning and aggregated performance reporting tools. In addition, the article notes that Benchmark offers access to Fieldpoint's expansive range of bespoke commercial and personal lending solutions.

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About Fieldpoint Private

Headquartered in Greenwich, Connecticut, Fieldpoint Private is a private commercial bank directly serving clients in the New York metro area - the nation's largest and wealthiest geographic footprint - and nationally via the largest and fastest growing segment in wealth management, the independent advisory community. The bank combines exceptional service through a single point of client contact backed by a team of professionals, with a consultative, client-first approach to solution design, and enhanced FDIC insurance.

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