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Flanks Is Now in the Claude Directory by Anthropic: Wealth Data In Your AI Agent
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Flanks Is Now in the Claude Directory by Anthropic: Wealth Data In Your AI Agent

July 13, 2026
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
Flanks on Salesforce AppExchange
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Flanks on Salesforce AppExchange: clients' full financial picture, inside Financial Services Cloud

June 23, 2026
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
AI Financial Analyst: The Multi-Agent Co-pilot for Wealth
Solution

AI Financial Analyst: The Multi-Agent Co-pilot for Wealth

March 25, 2026
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
Solution

Say Goodbye to the Manual Drudge: Meet the Flanks Reconciliation Tool

February 15, 2026
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
Solution

Beyond spreadsheets: High-stakes wealth modeling made simple with the Financial Simulator

January 29, 2026
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
Solution

Flanks and finReg360 launch EDX, Europe's first standardised financial data exchange protocol

January 16, 2026
Wealth Managers and IFAs
Fintechs and Platforms
Asset Managers
Banks and Private Banks
Family Offices
Solution

AI at Flanks: Model Context Protocol in Wealth Management

October 6, 2025
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
Solution

Flanks integrates Morningstar® data to elevate wealth insights for Financial Advisors

July 31, 2025
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
Solution

Flanks and RegData Partner to Strengthen Wealth Data Security

October 23, 2024
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs
Solution

SOC 2 Compliance: What is it, and how Flanks successfully passed it?

October 10, 2023
Asset Managers
Banks and Private Banks
Family Offices
Fintechs and Platforms
Wealth Managers and IFAs