Whitepaper: How does Flanks address security?

A closer look at how we protect financial data in wealth management.

At Flanks, security isn’t just a feature — it’s a core pillar of our wealth management infrastructure. In an industry where data privacy, regulatory compliance, and transparency are non-negotiable, we build systems that ensure confidentiality, integrity, and availability of sensitive financial data at all times.

Is Flanks secure?

This is one of the most frequently asked questions from our clients, advisors, and partners.

In this blog — based on our latest whitepaper — we give a transparent, in-depth answer. Not with buzzwords, but with a walkthrough of the actual cybersecurity standards, data protection protocols, and regulatory compliance measures that support Flanks’ platform.

What’s inside the whitepaper?

We interviewed Sergi Lao, Flanks’ Co-Founder, CTO & CISO, to break down our approach to building secure, compliant, and scalable infrastructure for wealth management. Here’s what you’ll learn:

• The impact of SOC2 Type II certification and AISP regulation on our daily operations
• How Flanks applies market-standard encryption (RSA & AES-256) across all data states
• Our commitment to data minimisation and full alignment with GDPR
• Deployment options: on-premise vs. cloud, and how each supports security and control
• Secure access methods for financial data: Power of Attorney (PoA), Data Feeds, and credential-based aggregation
• Why Flanks believes cybersecurity and user experience must work hand in hand in fintech

Why this matters now

Whether you're evaluating Flanks, already working with us, or simply researching how regulated fintech platforms protect data, this whitepaper gives you the transparency and clarity you need to make informed decisions.

And if you're preparing for the future of compliance...

We also recommend reading: “2025 Regulatory Changes: How Wealth Managers in Europe Can Stay Ahead” -  A practical guide for firms looking to anticipate and adapt to what’s coming next.