Flourish data is available through a direct advisor connection in eMoney, Orion, or Tamarac. Our direct advisor feed allows you to incorporate your client’s Flourish balances into these platforms without the need for clients to enter their Flourish credentials.1
To request an integration with any of these platforms, please send us your request at support@flourish.com.
Related: Guide to the Flourish-eMoney Connection
1 Advisors’ ability to view client account information is subject to applicable privacy laws and clients’ consent to such sharing.