Flourish / Wealth Management IQ Survey Finds Advisors Vastly Underestimate Clients’ Held-Away Cash Holdings
26. März 2024 09:00 ET
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Flourish
New York, March 26, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...
Flourish Announces New Relationship with Focus Financial to Bring Flourish Cash to More Focus Firms
19. März 2024 11:26 ET
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Flourish
New York, March 19, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Obtains SOC 2 Type 2 Report on Controls Relevant to Security, Availability, and Confidentiality
09. Mai 2023 09:00 ET
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Flourish
New York, May 09, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...
Flourish Launches Integration with Redtail Technology Platform
04. April 2023 09:00 ET
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Flourish
New York, April 04, 2023 (GLOBE NEWSWIRE) -- Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’...