Flourish
Powering Financial Advisors.
Overview
Flourish provides a platform designed exclusively for Registered Investment Advisors (RIAs) and their clients. It offers access to a range of financial products, starting with Flourish Cash, a cash management solution that provides competitive interest rates and higher FDIC insurance coverage through a network of banks. The platform is designed to be simple for advisors to implement and for clients to use, helping to strengthen the advisor-client relationship.
✨ Key Features
- High-yield cash management solution (Flourish Cash)
- Increased FDIC insurance coverage
- Advisor dashboard for managing client accounts
- Simple client onboarding
- White-labeling and branding options
- Integrations with leading RIA technology
🎯 Key Differentiators
- Exclusively focused on the RIA channel
- Seamless integration into the advisor's workflow and technology stack
- Simple, transparent, and no-fee structure
Unique Value: Empowers financial advisors to better serve their clients by providing a simple, high-yield, and high-security cash management solution that integrates directly into their practice.
🎯 Use Cases (3)
✅ Best For
- Providing a seamless and competitive cash management solution for the clients of independent financial advisors.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Direct-to-consumer users
- Advisors looking for a full portfolio management or trading platform
🏆 Alternatives
Offers a more advisor-centric solution compared to direct-to-consumer options, with features and integrations specifically designed for the needs of an RIA.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
Free tier: Flourish Cash is offered at no cost to advisors or their clients.
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