Integrations
Flourish
View Flourish account balances and transactions, all from within Addepar.
Comprehensive account view |
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Seamless data importing |
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Informed decision making |
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Authentication |
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Capabilities |
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Frequency |
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Transmission Type |
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Required Access Level |
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Do It Yourself
To set up this integration, follow the instructions below and have your credentials ready. If you need help, contact Addepar support.
View Configuration Guide
Request the integration
In order to set up the Flourish + Addepar Integration, you will need to have the proper access on both applications.
Connect Addepar to Flourish
Click on the Service Account Connection Link from the email that was sent. Read through the terms & conditions, and accept by clicking on “Connect”.
Configure Addepar
Create a Flourish Accounts View to ensure all accounts are visible for account linking and viewing
How do I view clients’ account information?
An advisor’s ability to view client account information is subject to applicable privacy laws and clients' consent to such sharing.