Flourish Launches Integration with Salesforce Sales Cloud and Financial Services Cloud
October 30, 2024 09:00 ET
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Flourish
New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Launches Integration with XLR8 RIA CRM Platform
October 30, 2024 09:00 ET
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Flourish
New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Announces Integration with Practifi
October 30, 2024 09:00 ET
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Flourish
New York, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Announces Expanded Integration with eMoney Advisor
September 10, 2024 09:00 ET
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Flourish
New York, Sept. 10, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Annuities Expands Annuity Marketplace with Corebridge Financial Partnership
August 06, 2024 09:00 ET
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Flourish
NEW YORK, Aug. 06, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish Launches Integration with RightCapital to Enable Streamlined Access to Clients’ Held-Away Asset Data
May 14, 2024 09:00 ET
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Flourish
New York, May 14, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’...
Flourish RIA Fintech Hits $5 Billion AUC Milestone
May 09, 2024 09:00 ET
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Flourish
New York, May 09, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (“RIAs”) improve their clients’ financial...
Flourish / Wealth Management IQ Survey Finds Advisors Vastly Underestimate Clients’ Held-Away Cash Holdings
March 26, 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
March 19, 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 Cash Announces FDIC Insurance Coverage Increase, Tripling Coverage Available to Clients Over Past 12 Months
February 22, 2024 09:00 ET
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Flourish
NEW YORK, Feb. 22, 2024 (GLOBE NEWSWIRE) -- Flourish, a platform that provides innovative access to financial products that help registered investment advisors (RIAs) improve their clients’...