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Flourish

Flourish integration
with Advyzon

June 3, 2026

Estimated reading time: 2 minutes

Advisors can now connect Flourish Cash† to Advyzon, making it easier to keep client financial data current across their tech stack. 

With this integration, key account information, including balances and transactions, can flow automatically from Flourish Cash into Advyzon. That means less manual data entry, fewer reconciliation steps, and a more complete view of each client’s financial picture.∆

The release of the Advyzon integration further expands our coverage with, Flourish now integrating with the top four reporting platforms used by independent RIAs.1

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Once connected, client account data flows from Flourish Cash into Advyzon automatically. This helps reduce manual work for back-office teams and keeps information easier to access where advisors already spend their time. 

By bringing Flourish Cash data into Advyzon, advisors can maintain a more complete view of client information in one place. This makes it easier to support planning conversations and manage client relationships efficiently.

View the guide to learn more about the Flourish Cash integration with Advyzon and how to enable it or easily get started by having a Flourish "Executive" reach out to integrations@flourish.com with the firm name and the primary contact's name, email, and phone number.

Integration guide

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 1,200 wealth management firms representing more than $2.6 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.

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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 to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC (doing business in California under the name Flourish Digital Insurance Agency), and, where applicable, Flourish Financial LLC. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. 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. © 2026 Flourish. All rights reserved.

† 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.

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

1 Tenenbaum, Mark, et al. The Technology That Independent Financial Advisors Actually Use and Like: 2025 AdvisorTech Study. Vol. 1, Kitces Research, 2025. The Kitces Report.