Orion Advisor Technology and Flourish have expanded their existing integration to pull client cash accounts into the Orion platform, addressing a segment of household assets that has traditionally remained outside the advisor's purview. Under the enhanced arrangement, advisors can now initiate Flourish Cash account invitations directly from within Orion, with client information pre-populated to streamline onboarding. Once a client opens a Flourish Cash account, balance data flows into Orion and Orion Planning, providing advisors consolidated visibility alongside held and held-away assets already tracked through the platform.
The practical effect is a more complete household balance sheet. Advisors using Orion's Portfolio View and Portfolio Audit tools gain access to Flourish information directly within those interfaces and can extend the firm's reporting and financial planning work to include cash-flow analysis, distribution planning and management of excess liquidity—functions that previously required switching between separate systems. Reed Colley, president of Orion Advisor Technology, stated in a press release, "Cash is a critical part of a client's financial life, and it belongs in the advisor's workflow. This integration makes that a reality." Flourish CEO Max Lane noted the scale already achieved through the platform: "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." The integration also connects to Orion's planning features covering charitable giving, longevity risk, deferred compensation and high-net-worth client scenarios.
Asset-Map, a visual financial planning tool, announced an integration with AI meeting management platform Contio to cover the full arc of a client meeting—from preparation through follow-up. The integration allows advisors to launch Contio from within the Asset-Map interface to capture notes and action items in real time. After the meeting, advisors can retrieve prior conversation summaries through a household-level meeting catalog accessible with a single click. This puts advisors in a position to focus more on the client conversation rather than documentation, with the system handling record-keeping automatically. According to Nitrogen's 2025 Firm Growth Study, 78% of investors rated their advisor's use of modern, user-friendly technology as either very or extremely important. Asset-Map founder H. Adam Holt pointed to that dynamic as the rationale for the partnership: "The advisors who will win the next decade are those who use technology to become more present, not less. Contio helps advisors show up to every meeting prepared and leave every meeting accountable." Aaron Klein, founder and CEO of Contio, described the integration as targeting both efficiency and client experience: "Integrating Contio into that workflow means advisors walk into every meeting fully prepared—automatically—and walk out with a clear record of what was decided and what comes next." Advisors who activate the integration and do not already have a Contio account will be provisioned with one automatically. The free tier supports up to 20 meetings per month and includes agenda planning, AI-generated notes and action items, document attachments, attendee sharing and calendar integration—with no additional cost to the advisor. The Contio partnership adds to Asset-Map's existing integrations with eMoney Advisor, Nitrogen and Holistiplan.
MyVest, an enterprise wealth management technology provider, released a new capability within its Strategic Portfolio System (SPS) called Separately Managed Models (SMM). The SMM capability is "a new innovation for wealth management firms seeking to incorporate various portfolio management rules for different sleeves within a unified, centrally managed portfolio," according to the firm. The SMM structure treats each investment sleeve as an individual security inside the account. This allows MyVest's system to evaluate individual sleeves alongside other holdings when making cash deployment or rebalancing decisions, while keeping the overall portfolio aligned to household-level allocation targets. Each sleeve can carry its own rebalancing parameters, including tax-aware methodologies and custom materiality thresholds. David Costain, director of product management at MyVest, said, "Unlike a traditional SMA, SMM models are fully aware of the investor's restrictions, tax budget, and cash needs." The practical use case is straightforward: an advisor or internal investment team can manage one sleeve—such as a core equity model—while centralized management continues across the rest of the portfolio. Responsibility is clearly separated without disrupting household-level oversight, which MyVest said was a key request from its client base. The firm also said it plans to extend direct platform access to external sub-advisors and traditional separately managed account managers, allowing them to submit model composition changes or execute trades independently—mirroring the control structure of a conventional SMA relationship while the platform manages the operational complexity. "With SMM, we're introducing a cleaner, more precise model structure that treats each sleeve as its own security and keeps it optimized," Costain said.
These developments come as the wealth management industry increasingly focuses on integrating cash into advisor workflows and enhancing client meeting efficiency. For more on how advisory firms are leveraging technology for growth, see Operational Discipline, Not Market Gains, Drives Top Advisory Firm Growth, AssetMark Study Finds. Additionally, the trend toward direct indexing and customized portfolios is highlighted in Direct Indexing Assets Hit $1.2 Trillion, Outpacing ETFs and Mutual Funds in Growth.
