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Saturday, December 21, 2024

Focus Monetary Faucets Flourish for Held-Away Money Administration

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Focus Monetary Companions and the fintech platform supplier Flourish have introduced a brand new partnership that may convey Flourish’s money administration capabilities to extra Focus-affiliated advisory companies.

Flourish already works with over a dozen companies affiliated with Focus Monetary, together with Buckingham Strategic Wealth and The Colony Group. The brand new relationship, in line with the announcement, formalizes the prevailing relationship between Flourish and Focus and units the stage for making the Flourish Money software obtainable to further Focus companies.

Max Lane, CEO of Flourish, mentioned formalizing the connection this manner “acknowledges the mutual advantages that Focus companies, their finish shoppers, Focus, and Flourish have already loved to this point.”

Michael Nathanson, president of Focus and CEO of The Colony Group, echoed that sentiment, saying the group is “delighted” to companion immediately with Flourish and that the collaboration “[marks] a pure development that aligns with our strategic imaginative and prescient for empowering our companies and their shoppers with modern monetary options.”

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