Skip to content
Menu
Flourish
  • Learn More
  • Contact Us
  • Log In
Flourish

Flourish Is Now Integrated With Envestnet | Tamarac Wealth Management Platform

Posted on September 17, 2020September 17, 2020

Flourish is now integrated with the Envestnet | Tamarac wealth management platform, enabling Flourish Cash account data to be accessed and imported by advisors within Tamarac. This builds upon our prior integrations with eMoney and Orion.

The new integration means advisors can now help clients set up Flourish Cash accounts for viewing within the Tamarac platform so that advisors and clients can monitor these Flourish Cash accounts via the Tamarac portal without needing to enter Flourish Cash credentials within Tamarac.

“We’re excited to launch another major data connection for advisors, enabling even more of our hundreds of Registered Investment Advisor partners to bring held-away cash into their orbit and offer more holistic advice”, said Kelly Brewster, Head of Client Strategies for Flourish.

“Our integration with Flourish Cash furthers our mission to empower advisors to provide advice that can improve outcomes in all areas of a client’s financial life. We continue to enhance the Tamarac Suite so that advisors have a broad spectrum of tools to help clients achieve financial wellness”, said Andina Anderson, Executive Managing Director of Envestnet | Tamarac.

Are you an advisor interested in enabling the Tamarac integration?

Simply let us know that you’d like to be enabled for the integration, and balances will become available to you.1

A Flourish Cash account is a brokerage account offered by Stone Ridge Securities LLC, a registered broker-dealer and FINRA member. Flourish Cash is not a bank account, but the cash balance in a Flourish Cash account is swept from the brokerage account to deposit account(s) at one or more third-party banks that have agreed to accept deposits from customers of Stone Ridge Securities LLC.

1 Advisors’ ability to view client account information is subject to applicable privacy laws and clients’ consent to such sharing.

Kelly Brewster

Kelly Brewster

Kelly is the Head of Client Strategies at Flourish. Previously, he was a Vice President at Goldman Sachs where he was a technologist and also worked closely with private clients. He has a strong belief in the power of technology to improve financial lives.

Company News

  • Advisors Can Now Pre-fill Information On Behalf Of Their Clients

    October 20, 2020
    We’re excited to announce Advisor Account Initiation. For the first time, you …Read more
  • Flourish Cash Account & Routing Numbers Available For External ACH transfers

    September 14, 2020
    We’re excited to announce that Flourish Cash accounts have been enabled with …Read more
  • Buckingham Strategic Wealth Partners with Flourish for Cash Management

    January 14, 2020
    Flourish Cash powers a cash solution for Buckingham integrated into advisor workflow.Read more

Insights

  • Investors Rush to Cash

    March 23, 2020
    After eleven years of a nearly uninterrupted bull market in the S&P …Read more
  • Two-Thirds of Depositors Might Be Missing Out

    January 2, 2020
    Are baby boomers averse to online banking? What's holding them back, and …Read more
  • Focus on Nonprofits

    November 1, 2019
    It’s not uncommon for nonprofits to hold 6 months or more of …Read more

More

  • Who we are
  • How it works
  • For individuals
  • For organizations
Help Center

Contact Us

Learn
Flourish Cash is a service offered by Flourish Financial LLC, a broker-dealer registered with the Securities and Exchange Commission and a member of FINRA. Check the background of Flourish Financial LLC on FINRA’s BrokerCheck.