Enabling the Flourish Integration

Overview

Flourish is a fintech solution that provides Registered Investment Advisors with innovative access to a full suite of financial products. Flourish helps RIAs secure their clients' financial futures with offerings that include annuities and cash accounts.

The Flourish integration with Practifi allows financial advisors to send invitations and prefill client applications with just a few clicks, and view their clients' Flourish account information, all within Practifi. This streamlines client onboarding and keeps account information accessible within the workflow advisors already use.


 

Please note: Practifi does not manage this integration. If you have configuration issues, please reach out to Flourish Support.

---

Resources

If you're interested in learning more about Flourish, contact [e-mail].

For instructions on enabling the Flourish integration in your Practifi organization, see this Flourish knowledge base article.

For help with enablement, see the Flourish support site or contact [e-mail].