Overview
Flourish is a fintech solution designed to provide 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, as well as view information on their clients' Flourish accounts, all within Practifi.
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 sales@flourish.com.
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 support@flourish.com.
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