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 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.