Flourish

Announcing Redtail integration


April 4, 2023

Estimated reading time: 1 minute

 

We're excited to announce the launch of an integration with Redtail, the market-leading CRM solution for financial advisors. The integration will enable advisors to quickly and easily prefill end-client applications using data stored in Redtail and then invite clients with the press of a button within Flourish. 

Justin Burrow, Chief Operating Officer & Partner at Ryan Wealth Management commented on the integration: "We're very pleased with how Redtail data is used within Flourish. The integration is extremely easy to use, and having our data easily accessible whenever necessary is ideal for our firm. It's great to see Flourish continuing to innovate by prioritizing integrations with the systems we use every day."±

Learn more about the integration.

If you have any questions, please contact our Support team. We’re always happy to help.

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± This feedback may not be representative of the experience of other customers, and is not a guarantee of future performance or success.