### WordPress - Web publishing software Copyright 2011-2019 by the contributors This program is free software; you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation; either version 2 of the License, or (at your option) any later version. This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details. 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By contrast, the GNU General Public License is intended to guarantee your freedom to share and change free software--to make sure the software is free for all its users. This General Public License applies to most of the Free Software Foundation's software and to any other program whose authors commit to using it. (Some other Free Software Foundation software is covered by the GNU Lesser General Public License instead.) You can apply it to your programs, too. When we speak of free software, we are referring to freedom, not price. Our General Public Licenses are designed to make sure that you have the freedom to distribute copies of free software (and charge for this service if you wish), that you receive source code or can get it if you want it, that you can change the software or use pieces of it in new free programs; and that you know you can do these things. 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Our decision will be guided by the two goals of preserving the free status of all derivatives of our free software and of promoting the sharing and reuse of software generally. **NO WARRANTY** **11.** BECAUSE THE PROGRAM IS LICENSED FREE OF CHARGE, THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT HOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM IS WITH YOU. 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To do so, attach the following notices to the program. It is safest to attach them to the start of each source file to most effectively convey the exclusion of warranty; and each file should have at least the "copyright" line and a pointer to where the full notice is found. one line to give the program's name and an idea of what it does. Copyright (C) yyyy name of author This program is free software; you can redistribute it and/or modify it under the terms of the GNU General Public License as published by the Free Software Foundation; either version 2 of the License, or (at your option) any later version. This program is distributed in the hope that it will be useful, but WITHOUT ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU General Public License for more details. You should have received a copy of the GNU General Public License along with this program; if not, write to the Free Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA 02110-1301, USA. Also add information on how to contact you by electronic and paper mail. If the program is interactive, make it output a short notice like this when it starts in an interactive mode: Gnomovision version 69, Copyright (C) year name of author Gnomovision comes with ABSOLUTELY NO WARRANTY; for details type `show w'. This is free software, and you are welcome to redistribute it under certain conditions; type `show c' for details. The hypothetical commands \`show w' and \`show c' should show the appropriate parts of the General Public License. Of course, the commands you use may be called something other than \`show w' and \`show c'; they could even be mouse-clicks or menu items--whatever suits your program. You should also get your employer (if you work as a programmer) or your school, if any, to sign a "copyright disclaimer" for the program, if necessary. Here is a sample; alter the names: Yoyodyne, Inc., hereby disclaims all copyright interest in the program `Gnomovision' (which makes passes at compilers) written by James Hacker. signature of Ty Coon, 1 April 1989 Ty Coon, President of Vice This General Public License does not permit incorporating your program into proprietary programs. If your program is a subroutine library, you may consider it more useful to permit linking proprietary applications with the library. If this is what you want to do, use the [GNU Lesser General Public License](http://www.gnu.org/licenses/lgpl.html) instead of this License. Flourish Announces Integration with Wealthbox Technology Platform - sinth.info

Flourish Announces Integration with Wealthbox Technology Platform

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CRM Integration Enables Streamlined Features for RIAs to Access Clients’ Held-Away Cash

NEW YORK, Oct. 17, 2023 (GLOBE NEWSWIRE) — Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial futures, today announced an integration between Flourish Cash, its cash management offering, and Wealthbox, a leading CRM platform for financial advisors. The direct integration is already in use by advisors and allows them to rapidly prefill applications and send Flourish invitations from within Wealthbox.  

Advisors using Wealthbox can now easily pre-fill client applications and instantly send invites to Flourish Cash, allowing them to quickly and efficiently bring new assets into their orbit through Flourish Cash. Clients earn a competitive rate on their held-away cash and benefit from elevated FDIC insurance coverage through the Program Banks. The integration saves time, minimizes typos and errors, and allows advisors to easily track invited clients.

“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 pre-fill applications using Wealthbox data is a significant value-add that saves time for both our team and our clients,” said Ben Jacobs, Co-Founder and Financial Planner at Fully Financial. “It gives us great confidence to see Flourish continue to innovate and prioritize features that help advisors deliver efficient and exceptional service.” 

“We believe that CRM is the core software of a financial advisor’s tech stack which is why we offer so many integrations for advisors to seamlessly connect the other tools that bring value to their practice. We are pleased to work with Flourish and already see advisor activity with this newly implemented integration,” said Shawn Preisler, Senior Vice President of Revenue at Wealthbox.

“Advisors choose Wealthbox because it helps them better manage their clients and prospects. Being able to easily send Flourish Cash invites whenever they see an opportunity to help clients earn more on their savings makes Wealthbox that much more powerful a tool for growing and managing their business,” said Max Lane, CEO of Flourish. “Our integration with Wealthbox saves advisors time, improves their clients’ outcomes, and gives advisors visibility to held-away assets.” 

Over 650 RIAs managing more than $1.5 trillion in combined assets trust Flourish to bring more assets into their orbit. The Flourish Advisor Dashboard gives advisors flexibility to easily fit Flourish into their practice. Advisors can feature their firm’s branding, obtain visibility into balances, statements, and 1099s, access client-friendly materials, leverage direct integrations with leading RIA technology, and more. 

To learn more and see how the Flourish Cash integration works, Wealthbox will be hosting a webinar on Thursday, October 26 at 2:00 PM Eastern Time. To register for “How Advisors Can Increase Wallet Share With a Held-Away Cash Solution,” please visit https://www.wealthbox.com/webinars/how-advisors-use-innovative-financial-tools-to-secure-their-clients-financial-futures.

Wealthbox and Flourish are separate and unaffiliated entities. 

About Flourish
Over 650 RIAs managing over $1.5 trillion in combined assets trust Flourish to bring more assets into their orbit. The Flourish platform allows advisors to feature their firm’s branding, obtain visibility into balances, statements, and tax documents—as well as access client-friendly materials, robust and customizable compliance resources, white-glove support, and more. Today, the Flourish platform supports more than $3.4 billion in assets under custody. Flourish is wholly-owned by Massachusetts Mutual Life Insurance Company (MassMutual). For more information, visit www.flourish.com

About Wealthbox
Wealthbox® is a CRM platform for financial advisors. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Learn more at www.wealthbox.com

Forward Looking Statements
This press release may contain forward looking statements that are subject to certain risks and uncertainties. Actual results, performance, or achievements may differ materially from those expressed or implied.

This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.  

Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA’s BrokerCheck. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party banks that have agreed to accept deposits from customers of Flourish Financial LLC (Program Banks). The accounts at Program Banks will pay a variable rate of interest. The cash balance in a Flourish Cash account that is swept to one or more Program Banks is eligible for FDIC insurance, subject to FDIC rules, including FDIC aggregate insurance coverage limits. FDIC insurance will not be provided until the funds arrive at the Program Bank. Flourish Cash’s current Program Banks can be found here. For additional information regarding FDIC coverage, visit https://fdic.gov/ and https://www.flourish.com/advisors.




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