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Flourish Integration for Salesforce

By Flourish

Empowering financial advisors

No Ratings
Free  

Never requires payment

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Industries
Financial Services
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Financial Services Cloud

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.

Highlights

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.

Provider Details

Flourish
Website
Email
Phone
(833) 808-5700

Since 2017, Flourish has been on a mission to help advisors better serve clients and improve outcomes by delivering innovative, delightful, RIA-centric solutions for every aspect of clients’ financial lives

Pricing Details

Free

You can fully use this solution without payment.