The bridge between your favorite reporting tool and custodian entities
Flanks gives you a full global overview of your clients’ position and operations daily helping you to give better financial advice to your client easier than ever before. 
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Direct Wealth Aggregation
Wherever your clients have investments, Flanks is able to easily aggregate all data from any custodian entity on your reporting system giving you a full view of your client’s position and operations.  
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Funds
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ETFs
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Pension Plans
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Crypto Currencies
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Variable Income
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Fixed Income
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CFDs
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Success stories
"We are thrilled to enter into this partnership, which not only strengthens our connectivity coverage in the Nordics but also unlocks exciting opportunities in untapped markets. Flanks' data-driven investment approach was a key factor in our decision to collaborate, and we look forward to the possibilities ahead."
Sergej Smirnov
COO and co-founder
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Njorda
"The solutions offered by Flanks to ESIs represent a significant added value in the processes’ automatization of the financial sector, with a large impact on the services provided to final customers."
David Levy
DiverInvest Asesoramiento EAF – Owner
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ASEAFI representative for Catalonia
“Thanks to our alliance with Flanks, ADDIKA becomes a more robust platform by automating its accounts in a more agile and secure way, expanding the European coverage of financial institutions, prioritizing information security and simplifying the analysis of information in financial markets”.
Juan Sainz
Chief Executive Officer
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Addika
Working with Flanks has allowed us to scale our business, which helps us to provide greater added value to our clients through personalization and having all the information available in real time. In short, they have been able to turn our complex world into a simpler one.
Rafael Suárez
Chief Investment Officer
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Wealth Solutions
Our products trusted by
Satisfied Clients Around The Globe
We’ve partnered with more than 85 clients worldwide, allowing us to give a fast-growing and extensive global service. 

We are proud to work with some of the largest financial institutions in Europe and Latin America.
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Andorra
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Spain
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France
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México
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Switzerland
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Portugal
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Chile
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Brazil
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UAE
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The Bridge Between Global Entities
We act as a bridge between your clients’ reporting system and their global entities. We are able to easily communicate with both sides allowing for a smooth process in safely gathering your customers data. 
Logo Julius BärLogo Novo BancoLogo BBVALogo SantanderLogo Bitpanda
Logo Krakenlogo Interactive BrokersLogo Morgan StanleyLogo PictetLogo Revolut
Logo INGLogo SwisscodeLogo EtoroLogo UBSLogo Degiro
Logo Credit SuisseLogo Rothschild & CoLogo BNY Mellon PershingLogo Lombard OdierLogo Golden Sachs
SCRAPING
API or SFTP
Connecto to custodian entities
Automatically Connect To Any Global Entity to aggregate Your Client’s Wealth
‍Flanks easily and effectively retrieves your investors data from their custodian entity. Using advanced technology such as reverse engineering, we’re able to be much more effective and precise than traditional scraping systems.
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Screen scraping
methodology
NOR ROBUST, NOR SECURE, ONLY VISIBLE DATA
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SCREEN SCRAPER
Simulate
Client Clicks
Response
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NAVIGATOR
Request
Response
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CORE BANKING SERVER
Flanks scraping
methodology
ROBUST, SECURE AND MORE DATA
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Request
Response
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DIRECTLY CONNECTED TO CORE BANKING SERVER
Benefits of using our product
Flanks allows for a deeper connection between investor and financial advisor.

Using our platform, we give the you the power to oversee their clients’ operations allowing for maximum performance and the most accurate and up to date financial advice.

Our platform lets you can aggregate all the data you require directly from the core banking system of your investor’s custodian entities - without ever having to interact with them.
Contact us to get a demo
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Global Coverage
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Product Coverage
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Designed for Wealth
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Strong Global Partnerships
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Data monetization enabler
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Safe and secure
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Improve on you and your clients’ operations today.
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