Keeping your clients’ data secure is our top priority, and we will never sell client data to any third parties. We reserve the right to share data with service providers and certain affiliates to better serve clients in the future, but we will never market any new Flourish products to your clients without your prior approval. We built Flourish from the ground up with advisors at the center, and we are committed to maintaining that trust. Further information is available in our privacy policy.
Articles in this section
- How can I invite clients to Flourish Crypto?
- How can an Executive turn on/off an advisor’s Crypto trading permissions for client accounts?
- If an RIA signs up for Flourish Crypto, does each advisor have the ability to offer Flourish Crypto to their clients?
- How can I download a report for all of my client accounts?
- Can clients link Flourish Cash accounts to brokerage accounts?
- How can my client change advisor visibility settings?
- How can I set up an integration through eMoney, Orion, or Tamarac?
- How to prefill application information for clients
- As an Executive, what should I do when an Advisor leaves my firm?
- What types of accounts does Flourish Cash support?