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26 mars 2024 09h00 HE | Source: Flourish

Flourish / Wealth Management IQ Survey Finds Advisors Vastly Underestimate Clients’ Held-Away Cash Holdings

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’...
19 mars 2024 11h26 HE | Source: Flourish

Flourish Announces New Relationship with Focus Financial to Bring Flourish Cash to More Focus Firms

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’...
09 mai 2023 09h00 HE | Source: Flourish

Flourish Obtains SOC 2 Type 2 Report on Controls Relevant to Security, Availability, and Confidentiality

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’...
04 avr. 2023 09h00 HE | Source: Flourish

Flourish Launches Integration with Redtail Technology Platform

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’...