Advisors Can Now Pre-fill Information On Behalf Of Their Clients
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 Is Now Integrated With Envestnet | Tamarac Wealth Management Platform
Flourish Cash is now integrated with Envestnet | Tamarac bringing a range of new features to advisors.
Flourish Cash Account & Routing Numbers Available For External ACH transfers
We’re excited to announce that Flourish Cash accounts have been enabled with Account and Routing Numbers.
Investors Rush to Cash
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.
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