We’re excited to announce Advisor Account Initiation. For the first time, you can now pre-fill virtually every piece of information that clients input during the sign-up process.
Flourish Cash is now integrated with Envestnet | Tamarac bringing a range of new features to advisors.
We’re excited to announce that Flourish Cash accounts have been enabled with Account and Routing Numbers.
After eleven years of a nearly uninterrupted bull market in the S&P 500, the past two weeks have seen the worst volatility in stocks since the end of 2008.
Flourish Cash powers a cash solution for Buckingham integrated into advisor workflow.
We are excited to announce that Flourish Cash is now available as a custodian feed into Orion.