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 integrations@flourish.com. To learn more about a specific integration or to request a new integration, email our Integrations team.

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 custodian 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 and create more holistic financial plans within eMoney. Check out our eMoney integration guide here.

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.

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. Check out our SS&C Black Diamond integration guide here.

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