We’re excited to announce that Flourish now integrates with AdvisorEngine, making it easier for advisors to incorporate clients’ Flourish Cash† accounts into the technology they already use.
With the integration enabled, Flourish Cash accounts can be brought directly into AdvisorEngine, giving advisors greater visibility into clients’ cash alongside the rest of their financial picture.∆
This integration helps advisors:
- See more of the client’s financial picture in one place: Flourish Cash account information can be viewed alongside other client assets in AdvisorEngine
- Reduce manual work: Bringing Flourish account data into AdvisorEngine helps limit the need to maintain the same information across multiple systems
- Keep cash connected to the broader advice experience: Better visibility into clients’ cash can make it easier to incorporate those assets into planning and ongoing client conversations
For advisors already using AdvisorEngine and Flourish, the integration provides a simpler way to keep client cash visible within an existing workflow. Ready to set up the integration? View the integration guide below to get started.
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