Flourish

Announcing RightCapital integration


May 14, 2024

Estimated reading time: 1 minute

 

We're excited to announce the launch of our integration with RightCapital, a planning tool used by financial advisors. Advisors can now enable a data feed integration and gain a complete view of client Flourish accounts within RightCapital, including Flourish Cash† account balances and Flourish Annuities ∫ data. 

"A solid financial plan starts with an accurate snapshot of clients' entire financial lives," said Brad Mendal, CFP, EA, Wealth Advisor at Mendel Money Management. "Having visibility into clients' cash holdings can make a big difference, as clients often hold more cash than we think they do. With Flourish data appearing in RightCapital, we don't have to ask clients for balances, eliminating a time consuming and error-prone step in the planning process. Better plans drive better financial outcomes for clients, and that's always the goal."±

Learn more about the integration and how to get started in the guide. 

If you have any questions, please contact our Support team. We’re always happy to help.

 

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 950 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.

Interested in learning more about Flourish Cash?

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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 and to Flourish Insurance Agency LLC, and, where applicable, Flourish Financial LLC. Flourish Insurance Agency operates in its capacity as a licensed insurance producer with offices in Jersey City, New Jersey, and does business in California under the name Flourish Digital Insurance Agency, providing insurance services related to such platform. Variable annuities, defined in this context to include Registered Index-Linked Annuities (“RILAs”), are offered through Flourish Financial LLC. Annuities shown on the platform are sold through Flourish Annuities, and are issued by one or more licensed 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. © 2025 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.

∫ Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC, and, where applicable, Flourish Financial LLC. All Flourish entities are affiliates of each other. Flourish Insurance Agency operates in its capacity as a licensed insurance producer with offices in Jersey City, New Jersey, and does business in California under the name Flourish Digital Insurance Agency, providing insurance services related to such platform and the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). Variable annuities, defined in this context to include Registered Index-Linked Annuities (“RILAs”), are offered through Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank.  

An annuity is an insurance contract. Variable annuities are considered securities. Securities are subject to investment risks, including possible loss of the principal invested. Annuities available on the platform are sold through Flourish Annuities and are issued by one or more licensed insurance companies. The issuing insurance company, not any Flourish company, is solely responsible for its own financial and contractual obligations. All benefits and guarantees of the annuity contract are subject to the claims paying ability of the issuing insurance company. This is not a proposal or a solicitation to purchase insurance and is for RIA use only. Flourish Annuities is not available to New York residents.

± This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.