Flanks - A Global Wealth Data Orchestrator

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.

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.

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.

Clients

300

M+

Accounts

Countries

150

Banks

Use Cases

01.

Multi-custody Advisory Services

Increase of your assets under management thanks to the possibility of providing multi-custodian financial advice.

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.

05.

Dividend withholding tax reclaim

We help you access you financial information, analyze, process and claim the withholding taxes that come from your dividends.

06.

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.

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.

Speed Up Operations

Don’t wait around for months. We can connect to any new custodian entity within just 1-2 weeks. 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

Flanks Executive Chairman

How it works

Get More Done With Just One Platform

Global coverage

We can connect to any custodian entity across the globe. It takes Flanks 3-5 days to add a new custodian entity.

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.

Strong Global Partnerships

We are proud to connect data with the most important wealth platforms around in the world.

Data monetization enabler

We provide data that can be easily monetized by numerous use cases.

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.

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.