Flanks is now an official Salesforce ISV Partner. The Flanks: Financial Data Aggregator is available on AppExchange.
For wealth managers and private banks using Salesforce Financial Services Cloud, this means your clients' complete financial picture - accounts, balances, holdings and transactions, including assets held outside your institution - flows directly into your CRM. No manual exports, no workarounds. Clean, structured data, right where your advisors already work.
Here's what that actually solves, and why it matters now.
The problem: wealth management has always had a data gap
Most wealth managers only see a fraction of what their clients actually own. The assets they manage are visible. Everything else - accounts at other banks, portfolios opened before the client relationship began, holdings at third-party custodians - remains out of reach.
This isn't a niche frustration. Only 10% of HNWIs use a single wealth manager for all their assets - which means the vast majority of clients have significant wealth their advisor cannot see, cannot analyse and cannot advise on. The adviser is, by definition, working with incomplete information. Passive Secrets
The infrastructure meant to solve this hasn't kept up. As one industry executive put it, the result is "not one wealth management system - it is five or more systems held together by spreadsheets, good intentions and a lot of prayers." Legacy architecture built over decades, systems designed for specific workflows rather than interoperability, data ownership fragmented across business units. The problem is structural - and its cost is real. Advisors spend meaningful time on reconciliation instead of client relationships. Personalised advice is constrained by what's visible rather than what's true. HNWIs are increasingly frustrated by the lack of advice tailored to their full financial situation - and incomplete data is the root cause. FinTech Global Capgemini
What the integration does
The Flanks: Financial Data Aggregator for Salesforce Financial Services Cloud connects directly to your CRM and aggregates client financial data from multiple institutions - delivering a unified view of accounts, holdings, positions and transactions without your team ever leaving Salesforce.
Once installed, advisors get a consolidated portfolio view that includes everything their client holds, not just what the firm manages. Concretely, the integration delivers:
- A unified portfolio view across all institutions, including assets held outside your firm
- Accounts, balances, holdings and transactions, synchronised and clean
- Asset allocation summaries and position overviews, accessible via agent actions
- Synchronised transaction records directly within the advisor's existing workflow
This runs on Flanks' aggregation infrastructure: 600+ connections with global financial institutions across 33+ countries, processing more than 500,000 portfolios monthly. That same infrastructure - already powering wealth managers and private banks across Europe - is now available natively inside Financial Services Cloud.
Why this partnership, why now
We built Flanks to be the data infrastructure that wealth platforms run on. Not a standalone tool your team logs into separately, but the layer underneath the systems they already use every day. This partnership is that thesis in practice.
The Flanks: Financial Data Aggregator connects to Financial Services Cloud via a native extension package - no middleware, no manual sync. Data flows in automatically and is accessible through agent actions built into the CRM, so advisors can retrieve portfolio data, allocation summaries and transaction records without changing their workflow. Clean data, in context, when it's needed.
That also matters for what comes next. 97% of wealth managers believe AI will transform financial advice within three years - yet deploying AI effectively requires a foundation most firms don't yet have: clean, structured, complete client data. A fragmented view of client wealth doesn't just constrain human advice. It makes AI-driven advisory impossible. Getting the data right, inside the right platform, is where that foundation gets built.
Get started
The Flanks Financial Data Aggregator is available on AppExchange. Talk to our team.
Access the whitepaper:
About Flanks
Flanks est une entreprise WealthTech qui redéfinit le secteur grâce à des analyses basées sur les données et à l’automatisation. Sa plateforme tout-en-un permet à des milliers de conseillers de fournir des conseils plus rapides, de haute qualité et personnalisés, en transformant des données patrimoniales complexes et fragmentées en informations exploitables. Conçue de manière modulaire, la plateforme permet aux clients de commencer avec Flanks Aggregate pour centraliser les données financières, puis de se développer avec Flanks Lume pour un enrichissement et une analyse plus approfondis.
Fondée en 2019 à Barcelone, Flanks a été créée par les ingénieurs en logiciel Joaquim de la Cruz et Sergi Lao, ainsi que par l’ancien responsable mondial de la banque privée de Santander, Álvaro Morales. L’entreprise allie technologie avancée et expertise financière approfondie pour servir les banques, les family offices, les fournisseurs de pensions, les gestionnaires d’actifs externes et les entreprises technologiques.Founded in 2019 in Barcelona, Flanks was created by software engineers Joaquim de la Cruz and Sergi Lao, together with former Santander Private Banking Global Head Álvaro Morales. The company combines advanced technology with deep financial expertise to serve banks, family offices, pension providers, external asset managers and tech companies.flanks.io.
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