Related products and practices, with creator experiences across different uses.
With use and recommendations from
Software
Managing company cards and spend across multiple companies; tracking who spends what with limits
"I use Brex bank accounts and we have multiple companies and multiple credit cards that we set up on Brex. I'm able to see basically who's spending what, how they're spending it, limits, stuff like that."
Software
Holding client cash in a fee-exempt money market account, enabling advisers to show clients a lower blended fee across all assets
"We have a money market account with Flourish — a broker-dealer just for RIAs — for cash they don't get billed a fee on. But if the cash is principally protected and they're earning cash on it, we can explain to them, hey, you've got $1.8 million, $300,000 i..."
Technique
Cash reserve that earns yield; dry powder to deploy during market corrections
"Short-term debt, great. Interest rates are pretty decent right now. Gives you a bit of cash balance. Not a problem. If the markets correct sharply, you've got some cash in short-term T-bills. Fantastic. You can use them."
Products are related to this topic through catalog tags. Quotes describe the creator’s stated use; they are not necessarily recommendations for this topic.
Creator counts cover all uses and all dates. Each person counts once per product family. Paid promotions and passing mentions are excluded. Items are ordered by creator count, then name.
