webinar

Flourish Integrations Overview

Date & Time: October 16, 2024 | 2:00 PM EST

Over the past few months, Flourish has released a number of new integrations that aim to help improve advisor workflows. Join Flourish's Head of Relationship Management Jake Cogan for a webinar that will take a look at:

The new Flourish + eMoney cash optimization integration, with a spotlight on how to leverage the optimizer within the eMoney Decision Center in live client meetings and how to surface opportunities across your entire book of clients using eMoney's Advisor Analytics
Flourish's suite of CRM, planning, and reporting integration partners
How integrations can help advisors better serve their clients

Register now

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