Flourish: “Flourish provides innovative access to financial products that help Registered Investment Advisors secure their clients’ financial futures.”
ABOUT Flourish “Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors.
Today, the Flourish platform is used by more than 500 wealth management firms representing more than $1.5 trillion in assets under management across two products: Flourish Cash, a cash management solution with more than $1.8B in deposits, and Flourish Crypto, a turnkey cryptocurrency offering built for financial advisors and their clients.
Flourish is wholly-owned by MassMutual. Flourish Cash is a brokerage account offered by Flourish Financial LLC. Flourish Crypto is offered through Flourish Digital Assets LLC and Paxos Trust Company. For more information, visit www.flourish.com.“
WHAT ARE THE INTEGRATION POINTS BETWEEN FLOURISH AND REDTAIL CRM?
The Redtail + Flourish integration gives advisors the ability to quickly and easily pre-fill end-client applications and then invite clients with the press of a button within Flourish.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.