The Wealth Management market now has two global players collaborating to bring a new level of connectivity and flexibility in investment management. The leading-edge investment management technology provider, BRITech, is partnering with Flanks, the wealth data orchestrator, to offer a complete aggregation solution to family offices, financial advisors, private banks and wealth managers across Europe and Americas.
The Flanks / BRITech partnership represents seamless data flow from custodians to portfolio management analytics. Flanks works as the data pipeline of BRITech by automatically connecting to any custodian entity across the globe. BRITech will then incorporate the custodian data into its SaaS Investment Management Platform to empower users with more informed decision making and strategy across portfolio management, order management, risk evaluation, reporting, and analytics.
The joint effort will not only bring more opportunities for both companies but will be a project that will put BRITech and Flanks in the limelight of the Open Finance industry.
"BRITech is known for its unparalleled flexibility in adapting to the workflow and reporting needs of its diverse global user community of family offices, wealth managers, financial advisors, and private banks. Flanks.io extends this flexibility to integration with data sources, offering the ability to connect to any custodian with bi-directional data flow, enabling us to create a complete and consolidated picture of wealth across entities. This partnership is a game-changing step forward for BRITech, Flanks, and our global user base".
Marcos Puccini, Global Chief Growth Officer at BRITech
“BRITech is a global reference solution. Thanks to the agreement with Flanks, we will provide a democratic use of data to thousands of investors around the world. Thus, delivering free and quality wealth management services”.
Joaquim de la Cruz, CEO at Flanks
Flanks is a WealthTech B2B service platform which digitally optimizes your operational efficiency by automating and scaling connections with custodian entities. Created by co-founders Joaquim de la Cruz, Sergi Lao and Álvaro Morales, the firm has come a long way since its beginnings in 2018.
Using Flanks as a wealth data orchestrator allows financial advisors to connect to any global entity in an automatic way. And therefore, help them aggregate their client’s wealth. By using Flanks’ solution, they get a global position of their client’s operations across all entities. And therefore, making financial information sharing secure, easy and quick.
For more information on Flanks’ products and services, you can reach the team through their Contact page. There, you will get to book a meeting with one of our experts in multiple languages.
BRITech is a WealthTech company that offers solutions for the Investment Management ecosystem with a SaaS business model. Founded in 2014 they are one of the most relevant Fintech players in Brazil, having expanded to 22 different countries around North America, Europe, and Latin America. It operates on 4 fundamental pillars in delivering investment management solutions: experience, technology, productivity, and excellence.
BRITech’s investment management technology allows customers to manage their financial products with complete and best-of-breed functionalities through different technologies. You can reach the BRITech team, subscribe to their content and even schedule a demo with their team on their website. The link is here.