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Redtail Technology > News > Integrations > Building Your Tech Stack webinar with Flourish on May 16!

Building Your Tech Stack webinar with Flourish on May 16!

Category: Integrations
Building Your Tech Stack webinar image

Building Your Tech Stack - Flourish

ABOUT this webinar
TopicWhy Advisors Need to Have a Solution for Held-Away Cash

Description: 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 for more information.

Register now for this webinar on May 16 at 10:00 am Pacific.

You can also read a recent guest post from Ben Cruikshank, President of Flourish, here.


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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.