Unlock your global wealth data
Simplify wealth management with Flanks.
The AI wealth data platform for financial advisors: Flanks automates complex wealth aggregation to deliver the intelligence for high-impact, data-driven advisory.
Unified wealth data
Raw, structured portfolio data
Enriched Data
Market-enhanced wealth data
Reconciliation Tool
Automated reconciliation engine
Wealth Report
Downloadable reports
Financial Simulator
Portfolio scenario modeling
Potfolio Management Tool
Advisor wealth dashboards
AI Financial Advisor
Wealth co-pilot
Built for advisory
Secure. Smart. Personalised. Compliance-ready.
A flexible platform designed for 360° visibility across your entire wealth landscape. Choose how you would like to consume your wealth data to improve your advisory process: from custom reporting and interactive dashboards to advanced analytics that sit directly on top of your data - all in one platform.
Data security
Top tier integrations
AI powered
Personalised views
White-label
Recognition
Certified security
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Flanks by the numbers:
One of the world's most extensive wealth data networks
+600 connections
Our footprint on the wealth management industry
+100
Team members
95%
Coverage of the main financial entities en EU
39b
USD management in our systems
+500k
Processed portfolio per month
+6
Years servicing wealth management
3
Offices in Europe
Trusted by +100 clients spread worldwide
Product demo center
A deep dive into the technology powering the next generation of wealth management.
NEW
Webinaire : Data first, AI second.
L'écart entre les ambitions en matière d'IA et la capacité à fournir un conseil conforme et fondé sur des preuves ne cesse de se creuser. Dans ce webinaire, les cofondateurs de Flanks, Álvaro Morales et Joaquim de la Cruz, partagent la méthode des entreprises de gestion de patrimoine qui réussissent à tirer parti de l'IA pour combler ce fossé, en plaçant l'infrastructure de données au premier plan et l'IA au second.
The premier data infrastructure for global wealth management at scale.
Unify every wealth data asset, from Private Equity to Insurance and enable a reliable, secure and AI-ready source of truth.
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Wealth,easily managed