We're excited to announce the launch of our integration with RightCapital, a planning tool used by financial advisors. Advisors can now enable a data feed integration and gain a complete view of client Flourish accounts within RightCapital. "A solid financial plan starts with an accurate snapshot of clients' entire financial lives," said Bradley Mendel, CFP®, EA, Wealth Advisor at Mendel Money Management. "Having visibility into clients' cash holdings can make a big difference, as clients often hold more cash than we think they do. With Flourish data appearing in RightCapital, we don't have to ask clients for balances, eliminating a time consuming and error-prone step in the planning process. Better plans drive better financial outcomes for clients, and that's always the goal." Learn more and get started with our guide: https://lnkd.in/eMGpwyD7 #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Flourish Financial LLC and RightCapital are separate and unaffiliated entities. This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.
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Learn how to get started with Flourish’s new RightCapital integration.
We're excited to announce the launch of our integration with RightCapital, a planning tool used by financial advisors. Advisors can now enable a data feed integration and gain a complete view of client Flourish accounts within RightCapital. "A solid financial plan starts with an accurate snapshot of clients' entire financial lives," said Bradley Mendel, CFP®, EA, Wealth Advisor at Mendel Money Management. "Having visibility into clients' cash holdings can make a big difference, as clients often hold more cash than we think they do. With Flourish data appearing in RightCapital, we don't have to ask clients for balances, eliminating a time consuming and error-prone step in the planning process. Better plans drive better financial outcomes for clients, and that's always the goal." Learn more and get started with our guide: https://lnkd.in/eMGpwyD7 #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Flourish Financial LLC and RightCapital are separate and unaffiliated entities. This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.
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Join tomorrow's webinar to learn how to get started with Flourish’s new RightCapital integration.
Join us on Thursday, May 23 at 2pm ET for a webinar with RightCapital and Bradley Mendel, CFP®, EA, Wealth Advisor, to learn about the key benefits of the latest Flourish integration and how it supports Brad’s practice. With this new integration, advisors can enable a data feed and gain a complete view of client Flourish accounts from within RightCapital. In the webinar, experts from the RightCapital and Flourish teams will help answer questions and explain how to get started in a few easy steps. Register for the webinar: https://lnkd.in/etvisTWd Learn more and get started with our guide: https://lnkd.in/eMGpwyD7 #cash #wealthmanagement #financialplanning A Flourish Cash account is a brokerage account offered by Flourish Financial LLC. Flourish Financial LLC is not a bank. Please visit flourish.com for more information. Flourish Financial LLC and RightCapital are separate and unaffiliated entities.
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“The reality is a very, very small subset of clients say their advisors deliver a really good advice experience.” In this flashback to Future Proof, Tom Rieman, CPWA of Practice Intel visits the Financial Planning booth to talk about the new platform for helping advisors boost the client experience. #fintech #wealthmanagement #practicemanagement
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Unlock the potential of your financial future with FinAccountants! 🚀 Our blend of expertise and experience, coupled with a client-centric approach, ensures that your needs always come first. 💡 Harnessing the latest technological advancements, we provide comprehensive service offerings and proactive financial guidance tailored to your goals. 📊 Join the ranks of satisfied clients who trust us to deliver results. #FinAccountants #FinancialServices #Expertise #Innovation #ProactiveApproach #ClientSatisfaction"
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Financial Services aficionado - Advice l Distribution l Technology l Platforms and everything in between
Congratulations to the Nucleus Financial team on snapping up Third Financial. The market for advice firms looking to take more control is so interesting. Seeing traditional platforms pivot and broaden like this feels like a punchy move. Bloomin good timing too for NextWealth's next #advisertechstack report coming soon, which looks specifically at the platform-as-a-service model. Nice.
Nucleus buys Third Financial to boost ‘adviser-as-platform’ offering
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In today's fast-paced world, technology has become an indispensable tool for modern fund planners. With innovative digital solutions, financial advisors can streamline processes, analyze data more effectively, and provide tailored recommendations to their clients. From advanced algorithms that crunch numbers to intuitive apps that simplify budgeting, technology empowers fund planners to offer personalized strategies that align with individual financial goals. With real-time updates and access to a wealth of financial information, clients can make informed decisions and track their progress effortlessly. Ready to take your financial planning to the next level? Discover how our tech-driven approach can help you achieve your financial aspirations. Contact us today to learn more! 📈💼 #FinancialPlanning #TechSavvy #SmartInvesting
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At Wealthquest, we seek to be defined by two things: - simplicity - relationships If you’ve got different providers for estate planning, taxes, investments, and financial planning, you may be working too hard to make sure the numbers across the board support one another or you’re like a lot of our clients and you’re not sure how to bring those different segments of wealth management together. We bring all four under one roof so you can have clarity into the whole picture of your finances. But technical skills aren’t enough for an exceptional service. You need confidence as you move toward your future goals. And that comes through trust and authentic relationships with your financial advisors. Our team has developed real, lasting relationships with our clients and it’s made all the difference for both our team and our clients. Do you need clarity and confidence? Check out the video to learn more about our model and to hear from clients about how they’ve been about to exhale in contentment and trust. #financialplanning #wealthmanagement
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