Flourish

Webinar:

Flourish Integrations Overview

Join us for an overview of Flourish's tech integrations.

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Date and time

Wed. Oct. 16, 2024
2pm ET

Location

Webinar

 

Register to join us. 

 

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
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