A Global Wealth Data Orchestrator
Automatically connect to any custodian entity to aggregate your client’s wealth into your platform
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Automatically Connect To Any Global Entity to aggregate Your Client’s Wealth
Grow your connections and automatically connect to any custodian entity across the globe with ease. Aggregate all data and scale your wealth management operations like never before.
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Wealth Tech picture
Wealth Tech picture
Wealth Tech picture
Speed Up Your Daily Operations
‍Don’t waste your time manually inputting financial data or building many interfaces one by one with all the custodian entities your clients work with. Save hours and automatically scale your data aggregation process. Let us do the time-consuming parts for you.
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Why Flanks?
Flanks is a Wealth Tech B2B service platform which digitally optimizes your operational efficiency by automating and scaling the connection with custodian entities.

Our services allow you to eliminate the risk of manual mistakes, improve the user experience between client and financial investor, and create new sources of revenue by offering new services based on the data aggregated.
50
+
Clients
300
M+
Accounts
20
+
Countries
150
+
Banks
Use Cases
01.
Account Aggregation
Flanks’ intelligent account aggregation gives you complete view of all of your clients’ position allowing you to offer your best advisory services.
02.
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.
03.
Funds transfer
Optimize and automate the funds transfer process by retrieving all of your client’s details you need to perform the funds transfer.
04.
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.
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Broad Coverage
Retrieve all data on any financial product across any custodian entity globally. Using the latest scraping technology, we use techniques such as reverse engineering methodology  to advance the scraping process, have stable connections and agility to connect to any entity and extract all the information you’ll ever need. 
Safe And Secure
Safety and authenticity are our top priority. As a regulated Account Information Services Provider, we perform complete consent checks on every investor (GDPR) and their consultative credentials and all information about their past and present investments are encrypted from the very beginning to the end.
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Speed Up Operations
Don’t wait around for weeks. We can connect to any new custodian entity within just 3-5 days. Our standardized integration layer (APIs or SFTP) quickly gives you a plug & play approach to easily integrate our solution to your reporting tools and/or portfolio management systems.
“Here at Flanks, we are proud to work with some of the most creative minds in Europe. We strive daily to bring the relationship between investor and financial advisor even closer allowing for maximum output”
Álvaro Morales
Executive Chairman
Álvaro Morales
Álvaro Morales
Flanks Executive Chairman
How it works
Don’t wait around for weeks. We can connect to any new custodian entity within just 3-5 days. Our standardized integration layer (APIs or SFTP) quickly gives you a plug & play approach to easily integrate our solution to your reporting tools and/or portfolio management systems.
Connecto to custodian entitiesMockup Login Flanks
1. Connect to custodian entities
2. We extract all the information you need
3. We standardize the information and validate assets
4. Connect to your reporting system
Get More Done With Just One Platform
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Global coverage
We can connect to any custodian entity across the globe. It takes Flanks 3-5 days to add a new custodian entity.
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Product Coverage
Our technology enables us to go beyond the normal PSD2 and open banking regulation. We can easily retrieve all data of any financial product that financial advisors require. 
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Strong Global Partnerships
We are proud to connect data with the most important wealth platforms around in the world. 
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Data monetization enabler
We provide data that can be easily monetized by numerous use cases.
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Designed for Wealth
We have more than 20 years of experience in private banking and knowledge of every type of banking sector. Our platform designed solely for wealth management and allowing you to have a global view of the position of your clients.
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Safe and Secure
Your data is safe with us. We are fully regulated and comply with the AISP in the EU. We have cybersecurity experts working 24/7 and top-grade- support from several big corporates such as Deloitte.
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Global coverage
We can connect to any custodian entity across the globe. It takes Flanks 3-5 days to add a new custodian entity.
Avatar icon
Product Coverage
Our technology enables us to go beyond the normal PSD2 and open banking regulation. We can easily retrieve all data of any financial product that financial advisors require. 
Deep domain icon
Designed for Wealth
Our platform designed solely for wealth management and allowing you to have a global view of the position of your clients.
Bell icon
Safe and Secure
Your data is safe with us. We are fully regulated and comply with the AISP in the EU. We have cybersecurity experts working 24/7 and top-grade- support from several big corporates such as Deloitte.
Laptop icon
Strong Global Partnerships
We are proud to connect data with the most important wealth platforms around in the world. 
Trusted provider icon
Data monetization enabler
We provide data that can be easily monetized by numerous use cases.
Let's talk.
Get in touch with us today.
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