.svg "flourish-primary-logo-30px (1)"){kind=logo}
Watch and learn
Our video tutorials demonstrate how to get started with the Flourish advisor platform.
Managing your client list
Duration: 5:01
To download the video, click here. Then click on the 3 stacked dots on the bottom right of the new window and select 'Download'.
Client account opening experience
Duration: 3:43
To download the video, click here. Then click on the 3 stacked dots on the bottom right of the new window and select 'Download'.
Inviting clients to Flourish
Duration: 3:17
To download the video, click here. Then click on the 3 stacked dots on the bottom right of the new window and select 'Download'.
Client account funding experience
Duration: 5:01
To download the video, click here. Then click on the 3 stacked dots on the bottom right of the new window and select 'Download'.