Flourish

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, simply email . To learn more about a specific integration or to request a new integration, email our Integrations team. 

Wealthbox

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. 

eMoney-logo

Through our direct advisor connection, advisors can view Flourish balances and create more holistic financial plans within eMoney. Check out our guide to the eMoney integration here.

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. 

Orion

Flourish has a direct custodian integration with Orion. Advisors have the ability to view Flourish balances and position data amidst all other client assets. 

Redtail Logo-2

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. Learn more here.

black-diamond-logo

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.

Get updates delivered straight to your inbox.

Flourish
Help Center
Login
Contact
Legal and Privacy

Flourish is an online platform through which investors can access financial services and products. The services and products offered through Flourish 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 Crypto is offered by Paxos Trust Company, LLC (Paxos), a New York limited purpose trust company regulated by the New York Department of Financial Services that provides cryptocurrency custody and execution services for the Flourish Crypto accounts, and Flourish Digital Assets LLC (Flourish Digital Assets), which is registered in New York as a commodity broker-dealer and provides website and other technology services and support for Flourish Crypto accounts. Flourish Financial LLC and Flourish Digital Assets LLC are affiliates, but are not affiliates of Paxos. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information regarding each service and product. If you were introduced or invited to Flourish by a third-party investment adviser or other third party, whose name or logo may be shown above, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment adviser or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in the terms for each service or product. © 2023 Flourish. All rights reserved.