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Integrations

Flourish

View Flourish account balances and transactions, all from within Addepar.

Comprehensive account view

  • View clients’ account balances from Flourish’s product suite from within Addepar.

Seamless data importing

  • Flourish automatically sends up-to-date data to Addepar every day after a quick one-time setup.

Informed decision making

  • Leverage a more complete view of your clients’ finances for better planning and advice.