Book a demo

Please confirm your details to schedule a meeting.

* This could include Flanks Aggregate, AI Financial Analyst, Financial Simulator, Reconciliation Tool, Portfolio Management Tool, Wealth Report, etc.

By submitting this form, I understand the data I provide will be used by Flanks to contact me with information that may be relevant to my interests, in accordance with the Flanks Privacy Policy.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Ensemble, rendons la gestion de patrimoine plus simple que jamais.

Échangez avec nos experts pour découvrir comment nous pouvons améliorer votre quotidien professionnel

Contactez-nous

Le Blog de Flanks

Flanks partership with Perplexity
About Flanks
August 26, 2026

Flanks partners with Perplexity to Power AI-Driven Financial Advisory

Flanks Is Now in the Claude Directory by Anthropic: Wealth Data In Your AI Agent
Solution
July 13, 2026

Flanks Is Now in the Claude Directory by Anthropic: Wealth Data In Your AI Agent

WealthAi partners with Flanks to replace legacy wealth data systems
About Flanks
July 2, 2026

WealthAi partners with Flanks to replace legacy wealth data systems

Flanks on Salesforce AppExchange
Solution
June 23, 2026

Flanks on Salesforce AppExchange: clients' full financial picture, inside Financial Services Cloud

Trends & News
September 18, 2026

What is a family office wealth data platform?

Trends & News
September 18, 2026

What Is Account Aggregation Technology? Unlock Reporting for Wealth Advisors

Trends & News
September 18, 2026

How AI is Used in Portfolio Data Management (2026 Update)

Trends & News
September 16, 2026

Use Cases for AI in Wealth Management Analytics