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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.
The best way to answer the question “Is Flanks secure?” is to show you.
Download the full security whitepaper to explore how we build trust through architecture, regulation, and technology — every single day.
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.
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