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TECHNOLOGY PROVIDERS Cash Optimization
FLOURISH
Cash Management for RIAs
Flourish Cash is a competitive yield cash account built explicitly for advisors, allowing advisors to bring more assets into their orbit while offering clients a solution that provides competitive interest rates and elevated FDIC coverage. The top-rated solution for held-away cash lets advisors add value in their client relationships and provide more holistic planning while clients earn more on their cash. The award-winning UX makes the Flourish platform easy to use for advisors and clients alike. Integrations with major reporting, billing and planning software seamlessly bring Flourish Cash into advisors’ everyday workflows.
Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform supports more than $3 billion in assets under custody and is used by more than 600+ wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly owned by MassMutual. For more information, visit www.flourish.com.
www.flourish.com
177 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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