October 1, 2025
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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:
“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."
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.
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.
∆ An advisor’s ability to view client account information is subject to applicable privacy laws and clients' consent to such sharing.