We make wealth management scalable
Automate up to 80% of manual processes performed by wealth managers. Access fast wealth data aggregation and prepare for growing demand in wealth management services.
Get a 360º perspective of your client´s wealth data
We provide investors with a comprehensive 360° perspective on their financial landscape, empowering them to make well-informed wealth-management decisions.
Discover what Flanks can do for you
We simplify the lives of wealth managers and investors by connecting them with custodian entities globally, facilitating the seamless aggregation of their financial data into their chosen reporting platforms.
Wealth Management Made Easy
Put your daily tasks on autopilot to scale your business reaching clients you never imagined.
Client Integration Across Levels
Whether dealing with HNW, UHNW, retail or mass affluent clients. We are able to connect any custodian entity or financial institution around the world.
Safe and Secure
We are fully regulated and comply with the AISP in the EU. We work with Leading auditors such as Deloitte to keep your data safe.
Coverage of main financial entities in Europe
Tipology of investment products covered
Countries (as in customers)
USD managed in our systems
How wealth managers are using Flanks
Funds transfer
Optimize and automate the funds transfer process by retrieving all of your client’s details you need to perform the funds transfer.
Banking as a service
Support and build loyalty with your IFAs and Family Offices by providing them with a global view of the investments of their clients.
Multi-custody advisory services
Increase of your assets under management thanks to the possibility of providing multi-custodian financial advice.
Transactions details for tax declarations
Retrieve and integrate all historic of transactions into the same format to make process easier to read for you and your tax advisor.
Dividend withholding tax reclaim
We help you access you financial information, analyze, process and claim the withholding taxes that come from your dividends.
Digital onboarding optimization
Flanks' onboarding process helps you connect to the bank or custodian entity where you will have your positions at. All of this done in a safe way while staying secure.
"Working with Flanks has allowed us to scale our business, which helps us to provide greater added value to our clients through personalization and having all the information available in real time. In short, they have been able to turn our complex world into a simpler one."
"We are thrilled to enter into this partnership, which not only strengthens our connectivity coverage in the Nordics but also unlocks exciting opportunities in untapped markets. Flanks' data-driven investment approach was a key factor in our decision to collaborate, and we look forward to the possibilities ahead."
"The solutions offered by Flanks to ESIs represent a significant added value in the processes’ automatization of the financial sector, with a large impact on the services provided to final customers."
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Automatically connect to any custodian entity to aggregate your client’s wealth into your platform
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