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Flourish Integration for Salesforce

Empowering financial advisors

Overview

The Flourish integration for Salesforce allows financial advisors to send invitations and prefill client applications with a click of a button, as well as view information on their clients' Flourish accounts – all within Salesforce.

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  • Flourish builds technology that empowers financial advisors. Today, the Flourish platform is used by more than 800 wealth management firms representing more than $1.5 trillion in assets under management.

  • Flourish is centered around a beautiful, modern experience. From fully digital onboarding that can be completed in minutes to seamless integrations with key partners, we aim to provide a simple, "just works" experience.

  • Received recognition in the 2023 T3 Advisor Software Survey, ranking Flourish Cash as the #1 cash management service used by financial advisors with a 9+ rating, one of the highest rankings across all categories, and #1 by market share.

Flourish creates innovative tools that empower financial advisors to expand beyond the portfolio and provide solutions for even more aspects of their clients' financial lives. Flourish empowers RIAs to offer beautifully-designed solutions that are simple and secure, elevating their brands in a competitive market. This integration enables advisors to easily and quickly send invitations, prefill applications, and view client account information all within Salesforce. For further information regarding the 2023 T3 Advisor Software Survey, visit https://info.flourish.com/news-flourish-t3-ranking. For any other additional information, visit https://www.flourish.com.

Categories

Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile