We're excited to announce a critical enhancement to the Flourish x eMoney invitation cash optimization integration. Advisors using the integration now have the benefit of automapped data through our existing eMoney data connection. This is a significant enhancement to an integration that is already designed to help you save time and identify actionable opportunities with your clients.
Reducing operational friction
Previously, when advisors invited clients to Flourish Cash through the eMoney cash optimization integration, they still needed to manually link accounts after a client accepted the invitation. With account automapping, we've eliminated that step. Clients invited to Flourish directly through eMoney will now have their accounts linked automatically. Advisors who invite clients through their Flourish account will still need to manually link client accounts.
By eliminating manual data entry, we’re helping to reduce operational friction. Automapping ensures that client accounts are automatically connected, without the advisor needing to manually link accounts.
A more complete financial picture
This update enhances our suite of existing integration features, including:
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Bulk invitations: Review cash opportunities across your entire book and invite multiple clients at once
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Unified reporting: View Flourish Cash balances directly within eMoney for a holistic view of client cash assets, as well as optimization opportunities
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Client discovery: Visibility into liquidity events like business sales or inheritances
Please note: If you are an existing advisor that has not authorized a Flourish advisor to eMoney connection prior to this enhancement launch, you will need to turn the Flourish integration off and back on again for the automapping to work. If you already have a Flourish advisor to eMoney connection, no additional action is required.
To learn more about the new account automapping feature and to easily get started, view our detailed integration guide or reach out to advisors@flourish.com.
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