Flourish Integration for Salesforce
By Flourish
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2024
About Flourish Integration for Salesforce
Empowering financial advisors
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.
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.
Screenshots
Image 1 of 4
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- Requires
- Platform Cloud
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on May 14, 2024
- Industries
- Financial Services
- Languages
- English