Flanks now partners with Perplexity to power AI-driven wealth management with regulated data. Read announcement.

Flanks product demos

Discover how Flanks helps wealth managers access, aggregate and standardise financial data. Explore our product demos to see how our solutions support wealth data aggregation, reporting and AI-powered workflows.

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Flanks MCP

Connect your aggregated wealth data directly to the AI tools you already use. Flanks MCP enables secure access to financial data and multi-asset insights, supporting AI-driven wealth management workflows.

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Webinar: Data first. AI second.

Discover how wealth management firms can build a reliable data foundation for AI-driven advice. In this webinar, Flanks co-founders Álvaro Morales and Joaquim de la Cruz explain why accurate, compliant financial data is essential to unlocking AI's potential.

Flanks Aggregate

Aggregate and standardise multi-asset wealth data into a single, automated source of truth. Simplify data access and empower wealth managers with consistent, reliable financial information.

Reconciliation Tool

Streamline portfolio reconciliation across multiple financial data sources. Identify discrepancies, improve data accuracy and maintain control with transparent, auditable reconciliation workflows.

Portfolio Analytics Tool

Turn consolidated financial data into actionable portfolio insights. Explore customisable dashboards and interactive analytics to support client reporting and more informed wealth management decisions.

Financial Simulator

Model portfolio scenarios, stress-test investments and assess liquidity risks with data-driven financial simulations. Explore potential outcomes to support more informed portfolio decisions.

AI Financial Analyst

Turn aggregated wealth data into actionable insights with an AI-powered financial analyst. Streamline portfolio analysis, answer complex financial questions and support more informed wealth management decisions.

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Wealth management resources and insights

Explore expert insights, strategic guides and industry perspectives on AI, wealth data and digital transformation to help your firm navigate the evolving wealth management landscape.