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Flourish news
Flourish news
Check out what's happening with Flourish:
Flourish Launches Integration with Practifi
October 30, 2024
The integration with Practifi, a performance optimization platform for the wealth management industry, allows advisors to flow data and prefill aplications to increase efficiency, streamline operations, and deliver an improved client experience.
Flourish Launches Integration with XLR8 RIA CRM Platform
October 30, 2024
The integration with Concenter Services’ XLR8 CRM, a highly customized version of Salesforce, allows RIAs to leverage the data stored in XLR8/Salesforce to launch and prefill Flourish account applications.
Flourish Launches Integration with Salesforce Sales Cloud and Financial Services Cloud
October 30, 2024
The integration with Salesforce Financial Services Cloud, the leading automated customer relationship management software for financial services, will allow RIAs to prefill Flourish applications using data stored in Salesforce.
Flourish Announces Expanded Integration with eMoney Advisor
September 10, 2024
The enhanced partnership allows advisors to model cash holdings and send invites directly from eMoney. In addition to creating efficiencies for advisors to access Flourish’s suite of products, the integration incorporates Flourish Cash into the Decision Center, eMoney’s most interactive and collaborative planning tool.
Flourish Annuities Expands Annuity Marketplace with Corebridge Financial Partnership
August 6, 2024
Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. Through the partnership, the American Pathway Advisory multi-year guaranteed annuity (MYGA) that Corebridge launched earlier this year will be added to the Flourish Annuities platform.
Flourish Hits $5 Billion AUC Milestone
May 9, 2024
Flourish has surpassed $5 billion in assets in under custody (AUC) and just under 800 RIA firms on the platform. In today’s “higher for longer” rate environment, RIAs using Flourish Cash are ideally positioned to help every client earn more on their held-away cash. Similarly, strength in the annuities markets makes this an ideal time for advisors to consider new options for guaranteed, fixed rate solutions in the portfolio.
Wealth Management IQ Survey Finds Advisors Vastly Underestimate Clients’ Held-Away Cash Holdings
Mar. 26, 2024
Advisors acknowledge responsibility for cash advice, with only 5% offering solutions or discussing it with clients. A large majority of advisors (71%) believe that offering an in-house cash management solution for their clients would make them more competitive with other advisory firms as well as more competitive with wirehouses (68%) and robo advisors (62%)
Flourish Announces New Relationship with Focus Financial to Bring Flourish Cash to More Focus Firms
Mar. 19, 2024
Financial Advisors across Focus RIAs to benefit from bringing clients’ held-away cash into orbit. This new relationship formalizes the existing strong organic relationship between Flourish and Focus and sets the stage for making Flourish Cash available to additional Focus firms as Focus enters its next phase of growth.
Aspida and Flourish Announce Partnership to Distribute Aspida Annuities
Mar. 13, 2024
Aspida Life Insurance Company (“Aspida”) and Flourish announce their partnership to distribute the Aspida Advisory Multi-Year Guaranteed Annuity (MYGA) through the Flourish Annuities platform.
Flourish Cash Announces FDIC Insurance Coverage Increase, Tripling Coverage Available to Clients Over Past 12 Months
Feb. 22, 2024
Flourish Cash has raised its already elevated FDIC insurance coverage through its Program Banks and will allow two-person households to be eligible to receive up to $20 million in FDIC insurance through a joint account and two individual accounts.
Flourish Products Achieve All Star Rankings in Annual Advisor Industry T3 / Inside Information Software Survey
Feb. 08, 2024
Flourish Cash and Flourish Crypto were recognized as “Software All Stars” in the 2024 T3 / Inside Information Software Survey conducted by industry veterans Joel Bruckstein of Technology Tools for Today (T3) and Bob Veres of Inside Information.
Flourish Announces Flourish Annuities, a Platform and Marketplace to Unlock $350B Annuity Market for RIAs
Jan. 17, 2024
To open this asset class to advisors, Flourish Annuities has alleviated the three key pain points that have historically prevented advisors from including annuities in client portfolios: commissions, RIA licensing requirements, and administrative complications.
Cash Awakening: Exploring the CIO Perspective on Cash, A Webinar for RIAs and Financial Advisors
Dec 1, 2023
Leading CIOs Kristi de Grys of Merriman Wealth Management and Brian Spinelli of Halbert Hargrove join Financial Planning’s WealthTech's Justin Mack for a Conversation on the Role of Cash on December 5.
Flourish Cash Announces Fourth Increase in FDIC Insurance Coverage This Year
Nov 15, 2023
Two-person households now eligible to receive up to $16M in FDIC insurance through Flourish Program Banks. The company has also announced that clients have received more than $100M in interest so far in 2023, with assets more than tripling over the past 12 months.
Flourish Cash Announces Additional Increase in FDIC Insurance Coverage
Oct 13, 2023
Two-person households now eligible to receive up to $12M in FDIC insurance through its Program Banks. This follows an increase in FDIC insurance coverage last month.
Flourish Cash Announces Significant Increase in FDIC Insurance Coverage
Sep 7, 2023
Two-person households now eligible to receive up to $10M in FDIC insurance through its Program Banks. The company has also increased its top tier annual percentage yield (APY) interest rate to 5.00%.
Flourish Completes SOC 2 Type 2 Audit
May 9, 2023
Flourish announced completion of its System and Organization Controls 2 (SOC 2®) Type 2 examination, validating our commitment to data security and confidentiality. Flourish satisfies or exceeds the exacting security measures and industry standards relevant to security, availability, and confidentiality defined by the American Institute of Certified Public Accountants (AICPA).
Flourish Hits $2 Billion AUC Milestone Amid Record Demand
April 18, 2023
New Features, Expanded Coverage, Added Integrations, and More Drive RIA Adoption “Interest rates have risen significantly the past 12 months, opening the door for Americans to earn more on their cash. We are excited to be growing at record speed while helping advisors broaden their client relationships and add value" said Max Lane, CEO of Flourish.
Flourish Launches Integration with Redtail Technology Platform
April 4, 2023
Improved Efficiencies for Advisors to Access Clients’ Held-Away Assets like Cash:
Flourish now has a direct integration with Redtail, allowing RIAs to prefill Flourish application information using data stored in Redtail. The integration is already live and in use.
Flourish Completes SOC 2 Type 1 Audit
September 23, 2022
The SOC 2 Type 1 certification is confirmation that Flourish’s platform and its services satisfy or exceed the exacting security measures and industry standards across security processes, internal controls, availability, and confidentiality criteria set forth by the American Institute of Certified Public Accountants (AICPA).
Flourish Appoints New CEO
August 23, 2022
Flourish appoints Max Lane as CEO. This change will support future growth and product development. In the 18 months since its acquisition by MassMutual, the Flourish team has doubled in size to more than 60 members and now counts over 440 RIAs on the Flourish platform, with a combined AUM of over $1.4 trillion.
MassMutual to Acquire Fintech Platform Flourish
Dec. 14, 2020
MassMutual and Stone Ridge Asset Management, announced that MassMutual and Stone Ridge Holdings Group...
Buckingham Strategic Wealth Partners with Flourish for Cash Management
Jan. 12, 2020
Flourish Cash powers a cash solution integrated into advisor workflow...
Flourish Cash Announces Connection with eMoney Advisor
Dec. 5, 2019
Flourish Cash, a cash management platform for independent advisors, announced an exciting new data connection with eMoney Advisor...
Flourish Cash Institutional Launches
Nov. 12, 2019
Flourish Cash announced the launch of Flourish Cash Institutional, enabling institutions, businesses, and nonprofit organizations to open Flourish Cash accounts...
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