External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Commission-free annuity platform letting RIAs offer and manage annuities for their clients.
Description
Flourish Annuities lets registered investment advisors recommend and manage commission-free annuities for clients, integrating annuity selection and oversight into the advisor's fiduciary workflow.
Integrations
Flourish Annuities has 12 integrations in our directory
Search below to find what you're looking for
- Addepar Level 3
- Black Diamond Level 3
- eMoney Advisor Level 3
- Orion Advisor Services Level 3
- PractiFI Level 4
- Redtail Level 3
- RightCapital Level 3
- Salentica Elements Level 4
- Salesforce Level 4
- Tamarac Level 3
- Wealthbox Level 3
- XLR8 Level 4
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?
Developer sandbox URL
Yes
Sandbox endpoints
private - partners only
