Announcing Wealthbox integration

We're excited to announce the launch of an integration with Wealthbox, one of the top CRMs used by financial advisors. The integration allows advisors to prefill client applications and send invites with a click of a button – all from within Wealthbox. The result: advisors can bring new assets into their orbit while helping clients earn more on held-away cash.

“Flourish’s integration with Wealthbox has improved our firm’s process of inviting clients to Flourish Cash,† making it simple and easy. 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 prefill 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." 

– Ben Jacobs
M.S., CFP®, EA, AIF® - Co-Founder + Financial Planner at Fully Financial ^±

If you'd like to get started, click below to set up the integration.