Today, Wealthbox is excited to announce an integration with Flourish. Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Flourish’s cash management solution is built explicitly for RIAs and offers clients competitive interest rates and elevated FDIC insurance through its Program Banks.
The integration with Wealthbox allows advisors to pre-fill client applications and send invites to Flourish Cash with a click of a button, all from within Wealthbox.
How it works
Setting up the integration can be completed in a few quick clicks. Simply log into Flourish using your advisor credentials and click “Connect” next to Wealthbox from the Integrations section in the “Settings” menu.
Follow the prompts to enter your Wealthbox username and password to log into Wealthbox. Then, authorize the integration with Flourish.
Once the integration setup is complete, simply click the “Send To” button from a client’s contact record to kick off the application process within Flourish.
From here, advisors have the choice to send their clients an invite to review and fill out the application, or to prefill it before sending for review.
“We’re excited to announce the Flourish integration with Wealthbox, one of the leading CRMs used by financial advisors today,” said Max Lane, CEO at Flourish. “With interest rates at the highest levels since 2007, it’s an opportune time for financial advisors to help their clients earn more by shifting reserve cash into an account that offers a competitive rate. The integration with Wealthbox streamlines this opportunity by allowing advisors to invite their clients to Flourish Cash directly from the Wealthbox interface in just a few clicks.”
“Flourish’s integration with Wealthbox has improved our firm’s process of inviting clients to Flourish Cash, making it simple and easy,” said Ben Jacobs, Co-Founder and Financial Planner at Fully Financial. “As fiduciaries, we are always looking for optimal solutions for our clients, including where to hold their cash reserves for short-term goals. Flourish Cash is a tremendous option for us to offer, and the ability to pre-fill applications using Wealthbox data is a significant value-add that saves time for both our team and our clients. It gives us great confidence to see Flourish continue to innovate and prioritize features that help advisors deliver efficient and exceptional service.”
“We are excited to partner with Flourish to help advisors provide clients with new ways of investing and growing their money,” said Shawn Preisler, Senior Vice President of Revenue at Wealthbox. “When you couple that with an easy-to-use, modern CRM that integrates with your existing tech stack, you’re bound for success.”
Enable the integration today to start taking advantage of the Flourish platform!