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Announcing the Flourish + Envestnet | MoneyGuide integration

 

October 1, 2025

Estimated reading time: 1 minute

We're excited to announce that our integration with Envestnet | MoneyGuide is now available for advisors. This integration brings client Flourish account information, balances, and transaction history directly into MoneyGuide.∆  With this release, Flourish now integrates with virtually every single major planning, reporting, and CRM tool used by advisors.

The MoneyGuide integration helps advisors to:

  • Integrate cash into financial planning while streamlining operations
  • Identify investment opportunities that can lead to organic growth
  • Gain a more complete financial picture of clients that can drive conversations and deepen relationships

“In today's increasingly volatile market, holistic financial planning has never been more critical. Our collaboration with Flourish addresses a significant gap by helping advisors incorporate the typically 20% of client net worth held in cash into their comprehensive financial planning models. When advisors can engage clients through rich, data-backed conversations that address their evolving objectives, relationships naturally deepen—and research shows that 56% of investors are willing to pay more for advisors who provide a clearly defined roadmap to achieve their financial goals. This integration empowers our advisors to deliver that level of holistic planning by giving them complete visibility into their clients' financial picture, enabling them to proactively identify opportunities and better serve the planning needs of all clients."

– Matt Wilson, Head of Strategy for MoneyGuide at Envestnet


Advisors can establish the connection directly from their MoneyGuide advisor account. Learn more about how to get started in our step-by-step integration guide.

View 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 1,000 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.

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