Insights

Advisor Spotlight with Clara Parris

Clara Parris, CFP®, Partner and Wealth Advisor at SignatureFD, believes the advisor relationship is becoming even more important as clients gain access to more financial information. She focuses on understanding what motivates her clients and creating systems that fit their lives, put their money to work, and make progress easier.

Brokerage flows: Turning cash conversations into growth opportunities

The direct connection between clients’ Flourish Cash and brokerage accounts creates a natural path from cash review to portfolio funding. As a result, cash becomes an important pipeline for organic firm growth.

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Announcing the Flourish x AdvisorEngine Integration

Our newest integration with AdvisorEngine unlocks greater visibility for advisors into their clients' Flourish Cash accounts.

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A letter from CEO Max Lane: Flourish announces growth investment to accelerate its private banking vision

Flourish announces Aquiline Capital Partners' significant growth investment in Flourish to help build the premier private banking platform for independent advisors to fuel growth, defend assets, and serve clients more fully.

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Discover mortgage savings with Flourish Lending

With refinance monitoring, clients can proactively track rate shifts and receive automatic alerts when mortgage savings opportunities arise.

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Evolving fraud trends and tips to reduce risk

A Q&A with Flourish Chief Information Security Officer, Dheeraj Bhat, to discuss the latest fraud trends and practical tips for clients to strengthen their security.

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How Flourish Lending gives Farther a competitive advantage

Farther used Flourish Lending to help a client secure a $1.5M jumbo mortgage, close the loan in 14 days, and keep a major financial decision inside the advisory relationship.

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Using Flourish Cash as your primary account

With direct deposit and bill pay, Flourish Cash helps clients keep money easily accessible while making sure it earns a high yield.

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Direct deposit set up guide

Clients can send income – such as paychecks and Social Security – directly into their Flourish Cash account, helping them earn more.

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Bill pay set up guide

Clients can easily set up bill pay to have funds automatically pulled from their Flourish Cash account with our step-by-step guide.

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Flourish integration with Advyzon

Learn how our newest integration provides advisors with greater visibility into their clients' financial data.

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Flourish Lending firm rollout strategy

Operationalize lending firm-wide so it becomes a repeatable driver of retention and growth.

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Starting the lending conversation with clients

A discussion guide to help advisors introduce lending and make it a repeatable part of client conversations.

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Flourish Cash mobile app

Built for iOS devices, the app is a simple and secure way for clients to manage their cash on the go

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Advisor CC on client invitations

Advisors can now copy (CC) themselves on the email a client receives when invited to open a Flourish account.

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Announcing expanded Orion integration

The next iteration of our integration with Orion allows advisors to initiate cash invitations, prefill client information, and incorporate cash into planning and reporting workflows.

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Automated refinance monitoring with Flourish Lending

Refinance monitoring helps advisors proactively implement advice and give clients a private-bank-level experience that reinforces the advisor's central role in clients' financial lives.

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Designate account beneficiaries

A guide for clients to designate and edit Flourish Cash account beneficiaries.

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Account automapping available with the eMoney invitation integration

A significant enhancement to the Flourish x eMoney invitation cash optimization integration gives advisors the benefit of automapped data through our existing eMoney data connection.

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Introducing Flourish Lending

Flourish Lending General Manager Rohit Agarwal shares the vision for Flourish Lending and how we're creating a competitive advantage for independent advisors.

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How Flourish Lending offers great rates

Learn how our technology-first approach accelerates processes and reduces operating costs to give clients access to market-leading rates.

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Lending glossary

Familiarize yourself with the mortgage lending process with our reference of key lending terms and definitions.

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Flourish completes its annual SOC 2 Type 2 examination

Our continued SOC 2 Type 2 compliance serves as independent validation of Flourish’s longstanding commitment to security, risk management, and the protection of client assets and personal information.

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Bonus season as a cash-planning opportunity

Bonus season creates an opportunity for advisors to make cash management an intentional part of the broader financial plan while reinforcing their role as a holistic, strategic guide.

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Simplifying business finances with the Flourish x QuickBooks integration

Learn how our new integration makes it easier for business owners to gain a more complete view of their organization's finances and drive better decision making.

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Advisor Spotlight with Neal & Allyn Albritton

Read how the husband-and-wife duo behind Albritton Financial Services, an Integrated Partners firm, strives to infuse the client experience with joy, and elevate it with a seamless cash solution.

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2026 New Year letter

Flourish CEO Max Lane reflects on 2025 and shares how our ambitious 2026 plans will help advisors thrive in a new era of wealth management.

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Introducing Flourish buckets

Flourish buckets give clients a simple, effective way to manage their cash. Creating separate buckets within a Flourish Cash account helps clients save for specific financial goals while keeping their money organized.

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Announcing Flourish integrations with QuickBooks and Quicken

We've released integrations with Intuit QuickBooks and Quicken that allow clients to easily and securely connect a Flourish Cash account and a QuickBooks or Quicken account.

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Advisor Spotlight with Craig Joncas

Read how Craig Joncas of Penobscot Financial Advisors uses Flourish to expand firm offerings and stay competitive, from gaining visibility of client cash positions with Flourish Cash to providing a seamless experience for both clients and colleagues with Flourish Annuities.

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Advisor Spotlight with Lindsay Brock

Lindsay Brock, CFP and wealth advisor at Hightower Signature Wealth, a Hightower Advisors firm, explores the shift from traditional investment management to comprehensive wealth planning and the evolving role of cash.

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Announcing Envestnet | MoneyGuide integration

Flourish now offers an integration with Envestnet | MoneyGuide. The integration brings client account information, balances, and transaction history directly into MoneyGuide.

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Flexible SSO options now available

Streamline advisor access while enhancing security and convenience with Flourish single sign-on, which integrates with a wide range of leading identity providers.

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Flourish Cash use cases

Clients increasingly look to their financial advisor to provide a solution for their cash – both to maximize its potential and integrate it into the overall financial plan. Learn how Flourish Cash can work for your clients with a focus on use cases.

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Advisor Spotlight with Brett Nelson

Mariner Advisor Brett Nelson, CFP and Partner at AdvicePeriod shares how he uses technology to increase client value.

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Three ways to drive organic growth

Advisors are discovering that the strategic use of Flourish Cash not only can add significant value to clients, but also help drive organic firm growth. Learn three ways that advisors are unlocking new avenues to growth with Flourish Cash.

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The future of wealth management

Flourish CEO Max Lane joined the Barron's Advisor podcast to discuss the evolution of wealth management and the emerging Wealth 3.0 paradigm.

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Quantifying the cash opportunity

A framework to help advisors and firms quantify the potential upside of offering clients a cash solution.

Webinar

FP Transitions: Key drivers of firm valuations recording

Watch the webinar with Aaron Wells, Director of Financial Analysis at FP Transitions, and Ben Cruikshank, President of Flourish, as they discuss what's behind valuations in the ever-hot RIA mergers and acquisition market.

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Achieve more with Flourish Cash business accounts

A flexible cash account can help business owners overcome many common limitations of business accounts offered by traditional banks.

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Best practices for cultivating prospects

Tips for cultivating prospects and creating deeper connections with potential clients – the first step on the path to conversion.

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Flourish acquires Sora Finance

The acquisition of the award-winning lending platform solidifies plans to add an advisor lending solution to our suite of products, now expected early 2026.

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5 tips to drive referrals

Referrals from existing clients, friends, and family are the main source of new business for firms today. We're sharing five tips to drive referrals.

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Using Flourish to drive firm organic growth

The release of platform enhancements expands advisors' potential to drive referrals and supports prospecting efforts.

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Flourish completes its third SOC 2 Type 2 examination

The receipt of the SOC 2 Type 2 report once again demonstrates Flourish's commitment to security.

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Advisor Spotlight with JoAnn May

Learn how the Co-Founder of Chicago-based Forest Asset Management uses Flourish to cultivate relationships with prospective clients.

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Fraud prevention

An educational resource sharing client best practices and measures Flourish takes to ensure the safety of client funds and information.

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Advisor Spotlight with Breanna Sykes

Read how Breanna Sykes of Copper Leaf Financial uses Flourish to help clients better manage their cash while generating more referrals at the same time.

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Empowering Advisors, Expanding Frontiers

Flourish President Ben Cruikshank shares a 2025 message for advisors

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Fireside reading for advisors

Recommended reading from the Flourish library to fuel your inspiration for 2025.

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In conversation with Callie Cox

An interview with Ritholtz Wealth Management's Chief Market Strategist about empathy, translating market insights, and the one topic advisors should be facing.

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Announcing same-day transfers

Flourish Cash now offers same-day transfers for all account types, giving clients the confidence that their money will be where they need it, when they need it.

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Advisor Spotlight with Stephanie Bogan

Read how Stephanie Bogan of Limitless Advisor Coaching teaches advisors how to transform their businesses and their lives using the latest research in behavior, mindset, and practice management.

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Announcing Salesforce integration

Flourish has launched an integration with Salesforce that provides advisors with greater visibility into clients held-away cash, as well as an easy invitation process.

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Flourish wins 2024 Wealth Management Award

Flourish is honored to have received the award for Best Cash Optimization Solution for Flourish Cash for the second year in a row.

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The latest platform updates

Flourish is releasing a number of platform updates this fall, which will further improve the advisor experience and their ability to support clients.

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Announcing new eMoney integration

Our new integration with eMoney allows advisors to surface clients' low-yielding cash, present opportunities for optimization, and invite clients to Flourish — all from within eMoney.

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Why cash still matters, part II

Supporting clients with held-away cash can help advisors differentiate their practice, unearth new assets, and drive organic growth.

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Why cash still matters, part I

As interest rates have remained steady and the banking industry is no longer making headlines, cash might not be top of mind for clients, creating an opportunity for advisors.

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Designate trusts as beneficiaries

Clients can now designate trusts as beneficiaries for both individual and joint Flourish Cash accounts.

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Advisor Spotlight with Curt Stowers

Learn how Curt Stowers of F5 Financial Planning uses a values-driven mission to serve clients while leveraging Flourish Cash to support local nonprofits.

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Response to inquires regarding Synapse

Outlining the fundamentally different operating model of Flourish Cash, which operates in a highly-controlled, highly-audited, and highly-regulated manner.

Announcing Addepar integration

Flourish has launched an integration with Addepar, creating a data connection between the portfolio reporting software and Flourish.

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Announcing RightCapital integration

Announcing the launch of our integration with RightCapital, a planning tool used by financial advisors.

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Investment News reports on Flourish's growth surge

A recent InvestmentNews article reported on Flourish's latest growth in AUC, advisors, and its client base

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Flourish completes its second SOC 2 Type 2 examination

The receipt of the SOC 2 Type 2 report once again demonstrates Flourish's commitment to security.

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In conversation with Dr. Daniel Crosby

An interview with psychologist and behavioral finance expert Dr. Daniel Crosby.

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Client behavior and cash

An interview with Flourish CEO Max Lane about behavioral finance, why it matters for advisors, and how it impacts clients and their cash.

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In the media: CBS Money Watch

Experts including Flourish CEO Max Lane spoke about their forecasts for cash account rates this spring.

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Cash is so much more than a number

A look at cash from a behavioral finance perspective and the opportunity for advisors that an expanded understanding holds.

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The overlooked opportunity in client held-away cash

A Wealth Management IQ report explores advisor perceptions around clients’ held-away cash and attitudes around cash management needs.

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Announcing Advisor Teams

Advisor Teams creates new opportunities to collaborate in Flourish, allowing advisors to organize themselves into custom groups and easily share visibility of clients across the team.

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Improving the invitation process

The new process makes it even easier for advisors to invite clients to specific products and prefill applications, allows advisors to upload trust documents, and more.

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2024 New Year letter

Flourish CEO Max Lane takes a look back at 2023, reflects on what’s coming in 2024, and shares how Flourish will continue to empower advisors to embrace new frontiers.

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Fireside reading for advisors

Recommended reading from the Flourish library to fuel your inspiration for 2024.

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End-of-year checklist for financial advisors

Four actions advisors using Flourish can take to help their clients close out the year strong.

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Beyond the portfolio with RoseRock

How the boutique firm uses technology solutions to maximize efficiency and streamline operations, ultimately allowing them to better serve their clients.

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Watch the Cash Awakening webinar

Exploring the CIO perspective on how Flourish Cash works along money market funds, Treasurys, and other cash equivalents in the advisor toolkit.

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Flourish announces new branding

Flourish is thrilled to unveil its brand-new logo, marking a significant evolution as the company paves the way for future developments.

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Advisor Spotlight with Kaitlyn Carlson

Read how the founder of Theory Planning Partner's experience as a private wealth advisor led to the discovery of two underserved client niches that eventually became the core clientele for her own firm.

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Beyond the portfolio with Earned

A deep dive into how Earned supports its clients who own businesses by providing access to Flourish Cash business accounts.

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Announcing Wealthbox integration

Flourish has launched an integration with Wealthbox, one of the top CRMs used by financial advisors.

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The benefits of business accounts

Small businesses and nonprofits are often underserved when it comes to options for managing their cash reserves – creating an opportunity for advisors.

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Creating a stronger Flourish Cash program for clients

A behind-the-scenes look at the recent increases in FDIC coverage through our Program Banks in response to client and advisor needs.

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Insights from Flourish CTO Josh Owen

On The Blind Ambition podcast, Flourish CTO Josh Owen shares his career journey and how it primed him to lead the Flourish technology team.

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InvestmentNews features latest Flourish updates

A recent InvestmentNews article took an in-depth look at the recent Flourish Cash rate and FDIC coverage increases.

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Beyond the portfolio with Halbert Hargrove

How a systematic approach to rolling out Flourish Cash enabled Halbert Hargrove to integrate and scale the cash-management solution.

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How advisors can defend against competitors

Flourish CEO Max Lane spoke with ThinkAdvisor about how advisors can expand their line of products in order to defend against competitors.

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Flourish Wins 2023 Wealth Management Award

Flourish is honored to have received the award for Best Cash Optimization Solution for Flourish Cash at the Wealth Management 2023 Awards.

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In conversation with Jill Schlesinger

An interview with Jill on Money podcast host and Business Analyst for CBS News, Jill Schlesinger.

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Capturing more wallet share with cash

In Investment News, Flourish CEO Max Lane shares how knowing clients' cash holdings can increase wallet share.

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Mid-year letter from Flourish CEO Max Lane

Flourish CEO Max Lane takes a look back at the first half of 2023 and gives a preview for what’s coming next.

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Download The Cash Opportunity ebook

Experience The Cash Opportunity for Advisors in a downloadable ebook that includes all five articles from the series.

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Setting up standing instructions

How to create a connection between Flourish Cash and brokerage accounts.

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In conversation with Farnoosh Torabi

We sat down with personal finance expert and So Money podcast host Farnoosh Torabi to discuss the connection between fear and finances.

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The Flourish Cash business model

Understanding the difference between the rates that Flourish Cash offers and the rates offered by banks.

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Seven steps to a successful rollout

In the fifth article of our series, The Cash Opportunity for Advisors, we share a seven step process for RIAs to get started with Flourish Cash.

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Flourish completes SOC 2 Type 2 examination

The receipt of the SOC 2 Type 2 report demonstrates Flourish's commitment to security.

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Flourish talks financial literacy

For Financial Literacy Month, the Flourish team shared their thoughts about financial literacy: what it means, why it matters, and some favorite educational resources.

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Announcing Redtail integration

We're excited to announce the launch of an integration with Redtail, the market-leading CRM solution for financial advisors.

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How to start the cash conversation with clients

A step-by-step guide to successfully rolling out a cash-management solution to current, new, and prospective clients.

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Key takeaways from the March Fed meeting

Flourish CEO Max Lane discusses the March 2023 Fed meeting, the state of economic affairs, and the latest rate increase.

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Stack Overflow Podcast

Flourish Engineering Lead Christine Ryu joined the Stack Overflow podcast to discuss how tech is transforming finance for everyone, from big banks to individual consumers.

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Our bank due diligence process

An overview of the Flourish Cash Program Bank Network and our bank due diligence and risk monitoring process.

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The benefits of bringing cash into focus

In the third article of our series, The Cash Opportunity for Advisors, we explore the advantages a cash management solution can offer advisors and clients.

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Flourish President shares cash insights on ThinkAdvisor

In an article on ThinkAdvisor, Flourish President Ben Cruikshank discusses why advisors are often blind to held-away cash and how it can help advisors grow their business.

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Understanding why clients hold cash

In the second article of our series, The Cash Opportunity for Advisors, we look at where held-away cash comes from and why clients hold more than their advisors realize.

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Focus Partners looks beyond the portfolio

Focus Partners, one of the largest RIAs in the country, began using Flourish Cash in 2019 and has been able to deliver tremendous value to clients, helping them earn millions in interest, with the RIA-centric cash solution.

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Reflections and the year ahead

Flourish CEO Max Lane takes a look back at 2022, outlines trends shaping the advisory landscape, and shares how Flourish will help drive advisor success in 2023 and beyond.

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Why advisors are blind to cash

In the first article of our new series, The Cash Opportunity for Advisors, we take a closer look at held-away cash and the opportunities for financial advisors.

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Flourish completes SOC 2 Type 1 audit

One of the biggest steps any organization can take in embracing security is the pursuit of a SOC 2 (Service Organization Controls) 2 certification.

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Sept. FOMC market update

In the face of the highest levels of inflation seen since the 1980s, the Fed recently hiked its benchmark Fed Funds Target rate. The Flourish Treasury Operations group offers an analysis of what's to come.

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Flourish appoints new CEO

Max Lane appointed CEO. Change will support future growth and development.