Orion and Flourish announced an expanded integration that helps advisors bring client cash more fully into the wealth management experience. The enhanced integration allows advisors to initiate Flourish Cash invitations from within Orion, pre-fill client information to streamline account opening, and incorporate eligible cash account data into Orion’s reporting and planning workflows for a more complete view of client finances.

The expanded integration builds on Orion’s connected wealthtech ecosystem by helping advisors address a meaningful portion of client assets that has often remained outside the advisory workflow. Once a client opens a Flourish Cash account, account data can flow into Orion and Orion Planning, giving advisors greater visibility into client cash alongside other held and held-away assets. With that broader view, advisors can support more informed planning, reporting, and portfolio decisions.

“Cash is a critical part of a client’s financial life, and it belongs in the advisor’s workflow,” said Reed Colley, President of Orion Advisor Technology. “This integration makes that a reality. Advisors can now invite clients to Flourish Cash directly from Orion, streamline onboarding with pre-filled information, and incorporate cash balances into planning and reporting for a truly holistic view of the household.”

The integration is designed to improve efficiency for advisors and create a more seamless client experience. From within Orion tools, including Portfolio View and Portfolio Audit, advisors can learn about Flourish, connect with the Flourish team, and initiate invitations for eligible clients. The enhanced workflow is intended to simplify how advisors introduce Flourish Cash and support clients’ cash management needs within the Orion experience. 

Once linked, client cash balances can be incorporated into Orion’s unified reporting and planning experience, supporting more holistic financial conversations. That includes improved visibility for cash-flow planning, distributions, windfalls, and excess cash management, as well as a more complete foundation for long-term planning discussions. By bringing cash into a consolidated client view, the integration helps advisors better understand a meaningful component of household balance sheets that has traditionally been less visible within the advisory relationship.

“As an advisor, every minute spent toggling between different platforms is a minute taken away from serving our clients,” said Will Hines, President and Director of Financial Planning with Sovereign Private Wealth. “The new Flourish and Orion integration eliminates that application switch cost for our firm. Being able to prefill and send Flourish Cash invitations directly from Orion, where we already spend a considerable amount of time, is a game-changer. It’s rare to find an integration that actually simplifies the onboarding process while simultaneously ensuring we have a complete, real-time view of a client’s liquidity.”

The expanded integration also complements Orion’s broader planning capabilities, which support more personalized conversations around charitable giving, longevity risk, equity and deferred compensation, behavioral finance, and high-net-worth planning. With client cash included alongside other financial data, advisors are better positioned to model scenarios and align planning recommendations with the client’s full financial picture.

“For too long, independent advisors have had limited ability to pair holistic planning with seamless implementation when it comes to held-away cash. By deepening our integration with Orion, we are removing the friction that has historically left those assets outside the advisor workflow,” said Max Lane, CEO of Flourish. “Once advisors have visibility into held away assets, they can help clients maximize returns on those assets, whether that’s in a high yield account like Flourish, or by moving those assets to the portfolio. With over $1 billion already sent to custodians, we’ve proven that when advice and implementation are unified, advisors can move faster, maximize the potential for client returns, and significantly scale their impact.”