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Focus Monetary Companions and the fintech platform supplier Flourish have introduced a brand new partnership that may carry 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 present relationship between Flourish and Focus and units the stage for making the Flourish Money software accessible to extra Focus companies.
Max Lane, CEO of Flourish, mentioned formalizing the connection this fashion “acknowledges the mutual advantages that Focus companies, their finish purchasers, Focus, and Flourish have already loved thus far.”
Michael Nathanson, president of Focus and CEO of The Colony Group, echoed that sentiment, saying the group is “delighted” to companion straight with Flourish and that the collaboration “[marks] a pure development that aligns with our strategic imaginative and prescient for empowering our companies and their purchasers with modern monetary options.”
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