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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 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.

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 Cloud Services, 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. 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.

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Legal and Privacy

Flourish is an online platform through which investors can access financial services and products. 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 Crypto is offered by Paxos Trust Company, LLC, a New York limited purpose trust company regulated by the New York Department of Financial Services that provides custody and execution services for the Flourish Crypto accounts, and Flourish Digital Assets LLC, registered in New York as a commodity broker-dealer and provides website and other services and support for Flourish Crypto accounts. Paxos is not an affiliate of Flourish. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC, where applicable, and to Flourish Insurance Agency LLC in its capacity as a licensed insurance producer providing insurance services related to such platform. Flourish Insurance Agency LLC does business in California under the name Flourish Digital Insurance Agency. An annuity is an insurance contract. Annuities shown on the platform are sold through Flourish Insurance Agency LLC, a licensed insurance producer, with offices in Jersey City, New Jersey, and are issued by one or more approved licensed life insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash, Flourish Crypto, and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. 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. © 2024 Flourish. All rights reserved.