Being the Wealth Management a recent but growing sector, there’s still a need to establish a global operating standard. To this day, a unified way of providing financial security, guarantees and codes of ethics remains a pending task. On this whitepaper we will be interviewing Flanks’ main expert in security and cybersecurity: Sergi Lao, CTO & CISO of the company. In this document, we expect to help you break down any doubts or questions about Flanks’ security standards, the processes behind our data gathering and everything else in between.

In this whitepaper, we want to give you insight into the two implementation types Flanks offers, analising each one in detail, with their pros and cons and breaking down how each one looks while using Flanks as your data orchestrator solution.

The Brazilian firm Consist recently found a key partnership in Flanks: the financial data orchestrator for family offices, financial advisors and financial institutions. This collaboration will help Consist make the most of Flanks by giving them a complete, global and up-to-date view of their clients’ wealth.

The capacities of the Barcelona-based firm will help to keep defining and maintaining the API standard in the OpenWealth initiative promotions within the global Wealth Management community.

The brand is now recognized as a leading company in transforming the wealth management industry.

Madrid based-investment company Micappital has recently announced a partnership with the wealth data orchestrator Flanks. This agreement aims to make it easier for Micappital users to connect with custodian entities around the world.

This alliance will strengthen their commitment to an excellent and global wealth management experience.

Barcelona-based company Flanks recently announced a key partnership with Wallstreeters, a stock market and investment dashboard platform aimed at individual users and investors. This strategic partnership is designed to merge the platform’s portfolio management with Flanks’ data processing, as a bridge between Wallstreeters platform and custodian entities. 

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.