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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 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.
