Flourish accounts allow advisors to invite clients into high yield cash accounts that can be tracked as part of the client’s entire financial picture.

Through the Flourish integration, Flourish cash accounts can be shown within AdvisorEngine, allowing you a more holistic picture of a client’s finances.

Enabling the Flourish Integration

The Flourish integration need only be requested and enabled once per firm.

To request and enable the integration, one of the Flourish “Executives” at your firm must email integrations@flourish.com. Include the following in the request:

• Firm name
• Primary contact name
• Primary contact email
• Primary contact phone number

Flourish will confirm receipt of the request right away and will contact again when the connection between Flourish and AE has been established.

Once established there is no further action needed for data import. Flourish accounts tied to your firm’s advisors will automatically be updated for the respective clients in the system.

By default, Flourish accounts are imported under one master rep code. If needed, you may manually Assign Advisors to them individually once the accounts begin appearing in AdvisorEngine.