Flourish Cash is structured so that clients, rather than their advisory firm or financial advisor, issue all instructions and maintain full control over their accounts. We believe that this structure should not result in the advisory firm being deemed to have custody over client assets, which simplifies potential operational and regulatory issues.
Articles in this section
- How do the Household Tags work?
- How does Advisor Teams work?
- How can I view my client’s listed beneficiaries?
- How can I download a report for all of my client accounts?
- Can clients link Flourish Cash accounts to brokerage accounts?
- How can my client change advisor visibility settings?
- How can I set up an integration through eMoney, Orion, or Tamarac?
- How to prefill application information for clients
- As an Executive, what should I do when an Advisor leaves my firm?
- What types of accounts does Flourish Cash support?