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Financial services

Envestnet MoneyGuide and Flourish Expand Integration for Holistic Financial Planning

Strategic Insights

— 1 min read

Envestnet MoneyGuide, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans, has expanded its integration with Flourish, a financial planning platform and part of the Envestnet wealthtech ecosystem. This integration allows advisors using MoneyGuide to easily view their clients' Flourish accounts and balances, enhancing holistic financial planning and portfolio visibility. The collaboration addresses the fact that most investors want to consolidate their financial activities but only 37% of affluent investors currently use the same provider for both cash and investments.

Key Takeaways:

  • The integration between Envestnet MoneyGuide and Flourish enables advisors to see their clients' Flourish accounts and balances, improving holistic financial planning and portfolio visibility.
  • The collaboration addresses the gap in consolidating financial activities, as most investors want to do so but only 37% of affluent investors currently use the same provider for cash and investments.
  • The integration empowers advisors to deliver holistic planning by giving them complete visibility into their clients' financial picture, enabling proactive identification of opportunities and better serving client planning needs.
  • The collaboration aims to help advisors engage clients through rich, data-backed conversations that address evolving objectives, deepening relationships and driving growth.
  • Over 1,000 RIAs managing over $2.6 trillion in combined assets trust Flourish to help them fully execute financial plans and bring more assets into their orbit.
  • The Flourish platform supports more than $7.5 billion in assets under custody and is used by more than 1,000 wealth management firms representing over $2.6 trillion in assets under management.

Statistics:

  • 37% of affluent investors currently use the same provider for both cash and investments, highlighting the need for consolidation.
  • Over $2.6 trillion in combined assets are managed by over 1,000 RIAs who trust Flourish, demonstrating the platform's popularity among financial advisors.
  • The Flourish platform supports more than $7.5 billion in assets under custody, indicating a significant presence in the financial planning market.
  • The integration between Envestnet MoneyGuide and Flourish aims to improve portfolio visibility, with over 1,000 wealth management firms representing over $2.6 trillion in assets under management using the Flourish platform.

Sources:

  • Globe Newswire, "Envestnet MoneyGuide and Flourish Expand Integration for Holistic Financial Planning" (2025).
  • Envestnet MoneyGuide, "Overview of Envestnet MoneyGuide and Flourish Integration" (2025).
  • Flourish, "About Flourish" (2025).

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