Integrations /Custodians & Portfolio Management
Get started with Wealthbox + Flourish
Modern CRM integrated with a financial growth platform for the win!
Integrations /Custodians & Portfolio Management
Modern CRM integrated with a financial growth platform for the win!
Overview
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.
Send Contact Details from Wealthbox directly to Flourish to kick-off the application process.Resources
“With high interest rates, 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 allowing advisors to invite their clients to Flourish Cash directly from the Wealthbox interface in just a few clicks.”
Max Lane
CEO at Flourish
Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!
