Advisors can't advise on held-away cash if they can't easily see it. And, even when advisors do have visibility into client cash holdings, acting on those opportunities can still require switching between systems and workflows.
Our expanded Orion integration helps reduce that friction by allowing advisors to initiate Flourish Cash† invitations directly within Orion, monitor invitation status, and incorporate eligible cash account data into existing reporting and planning workflows, all without leaving their primary dashboard.
This expanded integration helps advisors:
- Identify held-away cash opportunities directly within Orion
- Send and manage Flourish Cash invitations without leaving the workflow
- Reduce friction for clients during account opening by prefilling client information
- Incorporate eligible cash account data into planning and reporting for a more complete view of client finances, supporting more informed planning, reporting, and portfolio decisions∆
"As an advisor, every minute spent toggling between different platforms is a minute taken away from serving our clients. The new Flourish and Orion integration eliminates that application switch cost for our firm. Being able to prefill and send Flourish Cash invitations directly from Orion, where we already spend a considerable amount of time, is a game-changer. It’s rare to find an integration that actually simplifies the onboarding process while simultaneously ensuring we have a complete, real-time view of a client’s liquidity."±
– Will Hines, CFP® and Managing Director, Sovereign Private Wealth
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