In the sophisticated world of wealth management, the challenge has evolved. It is no longer a matter of simply gathering data, but of what you can strategically achieve with it. To move the needle for high-net-worth clients, firms require a bridge between raw aggregation and a high-fidelity 360-degree view of total wealth.
The Flanks Portfolio Management Tool offers wealth dashboards in the format that best supports your advisory process. It delivers data transparency and operational alpha through three core pillars: analytical power, scalable efficiency, and data-driven insights.
Analytical Power: Custom Dashboards with Flexible Visuals
The true value of the Portfolio Management Tool lies in its ability to transform high-quality data into bespoke insights. We understand that no two investment theses are identical. To support this, the tool offers:
- Bespoke Customisation: Access over 240 combinations of charts and metrics. This allows managers to build dashboards that align exactly with the firm’s specific investment strategy and house view.
- The Unified Canvas: Whether managing traditional equities or complex alternative assets like Real Estate and Private Equity, all holdings are standardised within a single, high-fidelity interface.
Scalable Efficiency: Advisor-first Dashboards
The tool streamlines financial workflows by centralising portfolio, client, and group-level data into a single, advisor-first interface. Efficiency is gained through:
- Automated Deep-Dives: The "look-through" capability expands funds into underlying holdings, providing immediate transparency across complex asset structures.
- Rapid Reporting: Seamless transitions from top-down overviews to granular transaction history, combined with one-click exports to PDF, Excel, or CSV
Client Reporting: From Data to Storyboards
Moving from raw numbers to a compelling narrative is where the "wow" effect happens. Elevate the quality of client interactions through:
- AI-Driven Storyboards: Instead of presenting static tables, managers can generate sophisticated "storyboards" and reports.
- Strategic Narratives: Shift the focus of client meetings from data validation to strategic advice, presenting a clear, visual story of the portfolio’s performance and trajectory.
Bank-Grade Security as Standard
As an AISP-regulated entity with SOC2 Type II certification, Flanks ensures that this high-fidelity intelligence is built on a foundation of absolute security. With end-to-end encryption, your data transparency never comes at the cost of confidentiality.
Conclusion
The Flanks Portfolio Management Tool empowers firms to manage more complex portfolios with unprecedented precision.
Discover the Portfolio Management Tool www.flanks.io/contact
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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.
