Streamline advisor access and enhance security with Flourish SSO

August 14, 2025

Estimated reading time: 1 minutes

In today's wealth management landscape, operational efficiency and data security are essential. Flourish now offers single sign-on (SSO) capabilities, designed to support your firm's administrators and advisors.

Flourish integrates seamlessly with a wide range of leading identity providers, offering your advisors a more secure and convenient way to access the platform. With SSO, your firm can:

• Secure client data: Centralize access control and reduce the risk of unauthorized entry with a single, secure authentication point 
• Simplify advisor access management: Easily provision and de-provision advisor access to Flourish, saving valuable administrative time 
• Increase operational efficiency: Advisors can log in to Flourish with a single click from their SSO dashboard, eliminating the need to remember another password and streamlining their workflow 

Advisors can log in to Flourish via the chiclet on their SSO provider dashboard or via flourish.com, which will recognize if the email is associated with an SSO-enabled firm.

Flourish provides advisors with the ability to log in via SSO with:

• Okta
• Azure Active Directory / Active Directory
• Federation Services (AD FS)
• Microsoft Azure / Entra
• Duo
• PingIdentity
• Auth0
• Any other IDP supporting OIDC (OpenID Connect, an industry standard)

To accommodate your firm’s unique needs, administrators have the flexibility to determine how advisors access Flourish. You can choose to require SSO for all advisors or configure settings to allow advisors the option of logging in with either SSO or their traditional password.

It’s easy to access the benefits of streamlined access and enhanced security. To set up Flourish with your firm’s SSO provider, reach out to the SSO onboarding team who can walk you through the setup process or contact your Flourish representative, and they'll be happy to assist you. You can also download the setup instruction directly from the Advisor Resource Center.

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 1,000 wealth management firms representing more than $2.6 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.