Enhancing the advisor experience: An overview of platform updates


Last updated: December 3, 2024

Estimated reading time: 3 minutes

 

This fall, Flourish is releasing a number of exciting platform updates that aim to further improve the advisor experience and support advisors' ability to more easily serve their clients. We will add information to this page as updates are released. Click a link below to jump to the description.

Client list
Client activity overview
Beneficiaries tab

 

Client list

Through the new 'Client' page, advisors can now access an improved client list that shows advisors next steps they can take to support clients. Updates include:

  • Refined client statuses to see where your clients are in the invitation and application process, helping you know whether you need to finish an application or remind a client to accept their invitation
  • More filter options to find the clients you're looking for
  • Improved user interface
  • Faster page loading time


client-list


Client activity overview

Advisors now have visibility into client account-level activity and transaction details. Advisors can view details of Flourish Cash accounts at the household level by starting on the "Clients" tab and clicking "Manage" under a household.

Additionally, advisors can dive into the details of a specific client account by clicking "View." This leads to the new "Activity" tab where you can see an overview of recent account activity, including manual transfers, interest earned, pending transfers, and automated transfers – both recurring transfers and SmartBalance transfers.

Client activity overview

 

Beneficiaries tab

Advisors can easily access beneficiary information for client Flourish Cash accounts by selecting the 'Beneficiaries' tab on the household overview page. Once selected, advisors can view beneficiary information, including name, allocation amount, and date last updated.

Beneficiaries client overview-1

 

 

About Flourish

Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 900 wealth management firms representing more than $1.5 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.

 

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Flourish is an online platform through which investors can access financial services and products. Flourish's offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC, where applicable, and to Flourish Insurance Agency LLC in its capacity as a licensed insurance producer providing insurance services related to such platform. Flourish Insurance Agency LLC does business in California under the name Flourish Digital Insurance Agency. An annuity is an insurance contract. Annuities shown on the platform are sold through Flourish Insurance Agency LLC, a licensed insurance producer, with offices in Jersey City, New Jersey, and are issued by one or more approved licensed life insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2024 Flourish. All rights reserved.

∆ An advisor’s ability to view client account information is subject to applicable privacy laws and clients' consent to such sharing.

† A Flourish Cash account is a brokerage account offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks that have agreed to accept deposits from customers of Flourish Financial LLC. The accounts at Program Banks will pay a variable rate of interest.