clients
Who we work with
From family offices and private banks to wealth managers, asset managers and fintechs, Flanks gives every wealth business the modular wealth data infrastructure to automate operations and deliver personalised advice at scale.
Banks and Private Banks
Advisers who can't see everything can't advise on everything. Flanks gives banks and private banks a complete view of every client's wealth, including assets held at other institutions. It plugs into the systems they already run, so they can grow AUM, deepen relationships and serve more clients without growing headcount.
Wealth Managers and IFAs
Clients hold assets across banks, brokers, insurers and private markets, and every institution reports differently. Flanks gives wealth managers and IFAs one complete, up-to-date view of every client’s wealth, so they can serve more clients and keep advice bespoke without adding to the back office.
Family Offices
Family wealth spans banks, brokers and private markets, across entities, jurisdictions and generations. Flanks gives single and multi-family offices one automated, 360° view of liquid and illiquid assets, with branded, tailored reports, dashboards and family structures.
Fintechs and Platforms
Whether it’s a wealth app, CRM, PMS or AI tool, every product runs on the data underneath. Flanks is the invisible data layer behind it: aggregated wealth data that’s normalised, reconciled and ready for AI, so fintechs can focus on their product.
Asset Managers
Funds and mandates span custodians, brokers and private market vehicles, each with its own data model. Flanks gives asset managers one clean, reconciled portfolio data layer, in their own systems or the Flanks Platform. They start with aggregation and reporting, then add enrichment, analytics and AI to match portfolio complexity.
From aggregation to reporting, make your wealth data AI-ready
Talk to our team and see how Flanks turns your data into one trusted source.
