In May of 2023, our Building Your Tech Stack webinar series will focus on partners in the Advisor Tools and Financial Planning categories.
Advisor Tools
In a May 16th Building Your Tech Stack webinar with Flourish, we’ll be covering:
Why Advisors Need to Have a Solution for Held-Away Cash
Most RIAs have historically ignored the cash that clients have sitting in checking and savings accounts – yet high net worth individuals often hold 10-20% of their wealth in cash. Rising rates and recent events in the banking industry have driven home the need for RIAs to have a solution for held-away cash, from helping clients protect their safest asset to driving firm growth.
Flourish Cash is the only cash management solution built exclusively for independent advisors, serving 550+ RIAs that represent $1.5T in AUM. Join Ben Cruikshank, President of Flourish, to learn more about Flourish Cash, from how growth-oriented firms are using cash to grow their business to how integrations with systems like Redtail and Orion make it easy to integrate cash within your business.
Flourish Cash is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information.
Register now for this webinar on May 16th at 10:00 am Pacific.
Financial Planning
In a May 30th Building Your Tech Stack webinar with Income Lab, we’ll be covering:
Enhance Client Experience and Efficiency with Retirement Management Software
Register now for this webinar on May 30th at 10:00 am Pacific.
1211-OAT-5/1/2023
