Orion and Flourish Deepen Integration to Unify Client Cash Management
Event summary
- Orion and Flourish expanded their integration to allow advisors to initiate Flourish Cash invitations directly from Orion’s platform, streamlining client onboarding.
- Client cash account data can now flow into Orion’s reporting and planning workflows, providing advisors with a more comprehensive view of client finances.
- The integration aims to reduce advisor inefficiencies by eliminating the need to toggle between different platforms for cash management.
- Flourish has driven over $1 billion in net new flows to custodians and holds more than $8 billion in assets under custody.
- Orion services $5.9 trillion in assets under administration as of March 31, 2026.
The big picture
The expanded integration between Orion and Flourish addresses a longstanding gap in wealth management: the lack of visibility into client cash holdings. By unifying cash management within Orion’s platform, advisors can offer more holistic financial planning, potentially differentiating themselves from wirehouses and banks. This move aligns with broader industry trends toward consolidation and seamless digital experiences in wealth management.
What we're watching
- Adoption Pace
- How quickly advisors will integrate Flourish Cash into their workflows and the impact on client engagement.
- Competitive Response
- Whether other wealthtech platforms will accelerate their own cash management integrations to keep pace.
- Asset Migration
- The pace at which client cash balances will move from traditional banks to Flourish Cash accounts.
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