Flourish has deep integrations across the RIA ecosystem, allowing advisors to incorporate our products into their existing workflows while seamlessly serving clients.
The Flourish + Wealthbox integration allows advisors to pre-fill client applications and send invites with a click of a button – all from within Wealthbox. It takes just a few minutes to get started with our integration guide.
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.
Flourish has a direct custodian integration with Orion. Advisors have the ability to view Flourish balances and position data amidst all other client assets.
We're developing a direct custodial integration with SS&C Black Diamond, which several firms are actively using. SS&C currently requires wet signature by clients for each account, which we're working with them to address; with that said, simply reach out if you'd like to enable the current integration.