Portfolio Management Tool
Empower your advisory process with customisable portfolio dashboards. Consolidate client data into interactive reports for better-informed wealth management and analytics.
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Flanks MCP
The Flanks MCP is your secure and direct connection between aggregated wealth data and any AI tool you already use, providing instant multi-asset insights.
Flanks Aggregate
Aggregate and standardise multi-asset wealth data into a single, automated source of truth to fuel your advisory business.
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AI Financial Analyst
Boost your efficiency and sharpen your edge. AI Financial Analyst is the intelligent co-pilot built to transform aggregated wealth data into actionable insights and empower your expertise.
Financial Simulator
Precision simulations. Real-world resilience. Stress-test portfolios and master liquidity risks with the data-driven insights that set top-tier wealth advisors apart.
Reconciliation Tool
Streamline position reconciliation with instant accuracy across multi-custodial data. This tool drives efficiency and total control with full, auditable traceability.
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