Flourish Launches Mortgage Platform for Advisors

Flourish, known for its cash management features, has introduced Flourish Lending to help independent advisors compete against banks and wirehouses that use mortgage rate incentives.
Flourish Lending offers digital mortgage services including refinancing, cash-out refinancing, and new home purchase loans of up to $10 million.
This product is currently licensed in over 20 states, with plans for nationwide availability within a year, and is part of Flourish’s efforts to attract clients by addressing the need for mortgages.
Subatomic has launched Concierge, an AI system that functions as a chief of staff to guide workflows across a wealth management firm, optimizing administrative tasks.
Nitrogen has achieved ISO 42001 certification, making it the first wealthtech company to receive the standard for AI Governance, showcasing its responsible management of AI systems.
Zocks has extended its AI assistant capabilities to the life insurance market, automating documentation and operational processes for life insurance professionals.
WealthFeed has introduced a “Warm Introduction” feature designed to assist advisors in identifying prospects connected via their existing networks from a database of over 100 million profiles.