Flourish launches mortgage platform to help RIAs retain assets

#AdvisorTech provider Flourish launched a residential mortgage platform aimed at helping #RIAs prevent asset outflows to banks and wirehouses during home financing decisions.

https://www.financial-planning.com/news/flourish-launches-mortgage-platform-to-help-rias-retain-assets

#FinTech #FinServ #Banking

Flourish launches mortgage platform to help RIAs retain assets

The RIA technology platform builds on its acquisition of AI-powered liability-optimization fintech Sora Finance last year.

Financial Planning