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Integrations

Flourish has deep integrations across the RIA ecosystem, allowing advisors to incorporate our products into their existing workflows while seamlessly serving clients.

Overview of integration partners

To enable an existing integration or to learn more about a specific integration, simply email our Integrations team. To request a new integration, fill out this form to let us know.

Flourish has a direct custodial integration that allows advisors to incorporate clients’ Flourish balances into Advyzon. Setting up the integration enables visibility of clients' Flourish Cash^† account balances and Flourish Annuities^∫ contract data and values within Advyzon. Check out our integration guide here.^∆

Envestnet MoneyGuide integration

The Flourish + Envestnet | MoneyGuide integration allows advisors to easily bring client Flourish account information, balances, and transaction history directly into MoneyGuide. Check out our MoneyGuide integration guide here.

The Flourish + Salesforce integration allows advisors to easily send invitations and enhances visibility of clients' held-away cash. The package developed for Salesforce is compatible with Practifi, Salentica, Salescloud, Salesforce Financial Services Cloud, and XLR8. Check out our Salesforce integration guide here.

The Flourish + Addepar integration creates a data connection to bring Flourish account and transaction information into advisors’ existing workflows. Check out our Addepar integration guide here.

Advisors can enable a data feed integration and gain a complete view of client Flourish accounts from within RightCapital. Check out our RightCapital integration guide here.

Within the Flourish Advisor Dashboard, advisors have the ability to quickly pre-fill client applications and invite clients with the press of a button using data stored in Redtail. Check out our Redtail integration guide here.

The Flourish + Wealthbox integration allows advisors to pre-fill client applications and send invites with a click of a button – all from within Wealthbox. Check out our Wealthbox integration guide here.

Flourish has a direct custodial integration with Orion. Advisors have the ability to view Flourish balances and position data amidst all other client assets, as well as send client invitations. Check out our Orion integration guide here.

Through our direct advisor connection, advisors can view Flourish balances directly within eMoney and factor them into clients' financial plan. Check out our eMoney integration guide here.

Present cash optimization opportunities to clients and send invitations to Flourish from directly within the eMoney platform. Learn how to get started with the cash optimization integration.

envestnet-tamarac

Flourish has a direct custodial integration with Envestnet l Tamarac. Advisors have the ability to view Flourish balances and position data amidst all other client assets. Check out our Envestnet | Tamarac integration guide here.

Flourish has a direct custodial integration with SS&C Black Diamond that gives advisors the ability to view Flourish balances and position data together with other client assets. Check out our SS&C Black Diamond integration guide here.

Flourish has an integration with Salesforce that allows advisors to easily send invitations and enhances visibility of clients' held-away cash. The package developed for Salesforce is compatible with Practifi. Check out our integration guide here.

Flourish has an integration with Salesforce that allows advisors to easily send invitations and enhances visibility of clients' held-away cash. The package developed for Salesforce is compatible with SS&C Salentica. Check out our integration guide here.

Flourish has an integration with Salesforce that allows advisors to easily send invitations and enhances visibility of clients' held-away cash. The package developed for Salesforce is compatible with XLR8. Check out our integration guide here.

An end-client integration that enables clients to securely connect their Flourish account(s) with their QuickBooks account(s). The connection automatically imports Flourish account and transaction information into the clients QuickBooks account. Learn more here.

An end-client integration that enables clients to securely connect their Flourish account(s) with their Quicken account(s). The connection automatically imports Flourish account and transaction information into the clients Quicken account. Learn more here.

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Legal and Privacy

Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC (doing business in California under the name Flourish Digital Insurance Agency), and, where applicable, Flourish Financial LLC. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2026 Flourish. All rights reserved.

† A Flourish Cash account is a brokerage account offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks that have agreed to accept deposits from customers of Flourish Financial LLC. The accounts at Program Banks will pay a variable rate of interest.

∫ Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC, and, where applicable, Flourish Financial LLC. All Flourish entities are affiliates of each other. Flourish Insurance Agency operates in its capacity as a licensed insurance producer with offices in Jersey City, New Jersey, and does business in California under the name Flourish Digital Insurance Agency, providing insurance services related to such platform and the individual annuity contracts intended to be purchased by individual clients of registered investment advisors (“RIAs”). Variable annuities, defined in this context to include Registered Index-Linked Annuities (“RILAs”), are offered through Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank.

An annuity is an insurance contract. Variable annuities are considered securities. Securities are subject to investment risks, including possible loss of the principal invested. Annuities available on the platform are sold through Flourish Annuities and are issued by one or more licensed insurance companies. The issuing insurance company, not any Flourish company, is solely responsible for its own financial and contractual obligations. All benefits and guarantees of the annuity contract are subject to the claims paying ability of the issuing insurance company. This is not a proposal or a solicitation to purchase insurance and is for RIA use only. Flourish Annuities is not available to New York residents.

∆ An advisor’s ability to view client account information is subject to applicable privacy laws and clients’ consent to such sharing.