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Wealthabout is an integral wealth planning platform built around a clear premise: every client deserves a personalised, structured view of their financial life, and every advisor deserves the tools to deliver it efficiently.
The platform brings together investment portfolios, life goals, scenario simulations, and long-term advisory planning in a single environment. At the heart of the Wealthabout experience is the Lifplanner, the advisor who accompanies clients through every stage of their wealth journey, from initial onboarding through to ongoing planning decisions.
For the Lifplanner model to work at scale, delivering genuinely high-quality, data-driven advisory across a growing client base - the underlying data infrastructure has to be right.
That’s what led Wealthabout to Flanks.
Client: Wealthabout
Headquarters: Spain
Sector: WealthTech · Financial Planning
Flanks use case: Flanks Aggregate: Full portfolio data aggregation · Wealth planning intelligence · Faster client onboarding
Target users: Wealth Managers in Europe
Key result: 30+ countries covered
The Challenge: Onboarding Slows Advice Down
Wealth planning starts with data - but getting that data has historically been the slowest part of the process. A typical new client holds assets across multiple banks, custodians, brokers, and alternative investment vehicles. Each institution has its own format, its own update frequency, its own access method.
Without automated aggregation, onboarding a new client to Wealthabout’s wealth planning platform required manual steps: requesting statements, uploading documents, reconciling formats. The result was a delay between the client relationship starting and meaningful planning being possible.
For a platform built on the promise of agile, personalised wealth planning - the kind that begins delivering value from the first interaction. This friction was a direct constraint on the quality of the client experience.
Wealthabout needed a wealth data infrastructure layer that could eliminate this onboarding friction entirely, while also ensuring the quality and completeness of the data underpinning every planning decision.
The Solution: Flanks Wealth Data Platform
Wealthabout integrated Flanks Aggregate - Europe’s leading wealth data infrastructure for financial advisors - as the data layer beneath its wealth planning solution.
Flanks connects to financial institutions across 33 countries using a methodology-agnostic approach: data feeds, PDF extraction, e-banking access, and Open API connections. This means Flanks works regardless of where a client’s assets sit: equities, fixed income, alternatives, cash, pensions, across any custodian worldwide, in any format.
When a client onboards to Wealthabout, their financial positions are now automatically aggregated, validated, standardised, and delivered into the platform via API. No manual exports. No statement requests. No reconciliation delays.
The Lifplanner’s first session with a new client is now a genuine planning conversation, not a data collection exercise.
And, as life is dynamic, the data will always remain automatically updated.
Results
“From a technology perspective, Flanks allows us to integrate and structure financial data efficiently, turning it into a much richer and more valuable wealth planning experience for our clients.”
— Alberto Maqueda, CTO at Wealthabout
Why It Matters for Wealth Management Platforms
The wealth management industry is undergoing a fundamental shift. Advisors are under pressure to deliver more personalised, compliant, and data-driven advice - across more clients, faster, and with less manual overhead.
The constraint is almost always the same: the data layer beneath the advisory platform. Fragmented custody, incompatible formats, manual reconciliation - these are the bottlenecks that slow onboarding, limit planning quality, and cap the scale of any advisory model.
For wealth management platforms, wealth tech providers, and financial advisory firms across the UK, France, Spain, and the rest of Europe, Flanks’ AI wealth data platform provides the infrastructure layer that removes this constraint entirely.
Wealthabout’s integration is a clear example of what becomes possible when the data foundation is right: faster onboarding, higher-quality planning conversations, and a client experience that builds trust from day one.
Access the whitepaper:
About Flanks
Flanks is a wealth management technology company (wealthtech) that is redefining the industry through automation and data-driven insights. Its modular and all-in-one solution empowers global financial institutions, including banks, family offices, asset managers, pension plan providers, and technology companies, to offer faster, higher-quality, and personalised advice by transforming complex and fragmented wealth data into valuable insights.
Flanks was founded in 2019 in Barcelona by Joaquim de la Cruz, Sergi Lao, and Álvaro Morales, former Global Head of Santander Private Banking. Currently, the company aggregates data from 600+ connections with global financial institutions and processes more than 500,000 portfolios per month in over 33 countries, managing assets worth more than €39 billion. For more information, visit flanks.io.
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