A modular solution to improve every wealth management segment

Discover who we can assist and the approaches we can take to manage their wealth effectively

Banks
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Flanks LUME

For Banks

Flanks Use Case - Flanks Lume for Banks

Challenge

We consolidate data from diverse sources across institutions and countries a 360° view of their clients’ wealth. This empowers banks to boost revenue by offering multi-custody advisory services, managing global asset allocation, attracting external assets, and facilitating loans, among other opportunities.

How we help

Aggregate

Boost

Deliver

We integrate into banking systems via customizable APIs, enabling detailed and accurate information to be presented in a 360º report.

Benefits

Banks can deliver multi-custodial advisory services centered on the global financial position. 

Attract assets held in other institutions and augment your AUM.

Use collected wealth data to provide loans in a streamlined manner.

Cross-sell other services such as tax, real estate, and cross-generational advisory and deliver an optimal wealth planning solution. 

Flanks LUME

For Family Offices

Flanks Use Case - Flanks Lume for Family Offices

Challenge

Family offices require a unified view of clients' full wealth but struggle to connect with financial institutions globally and access reliable, granular data on both liquid and illiquid assets.

How we help

Aggregate

Boost

Deliver

With technology and our wealth management experts, we take on the hard management duties, so you can focus on wealth.

Benefits

Fully automate the gathering, cleaning, and transformation of data

Provide up-to-date information from different  financial institutions

Family Offices gain a full view of clients' wealth, including financial assets and illiquid investments such as real estate and private equity

Enable reliable, reconciled wealth data with no manual input

Our financial experts analyze and resolve wealth data inconsistencies.

Save up 30% of total hours dedicated to client’s reporting.Enhance business growth

Flanks LUME

For Portfolio Trackers

Flanks Use Case - Flanks Lume for Portfolio Trackers

Challenge

Portfolio trackers need to connect to any institution for data aggregation support. Also, due to their core business relies on data, they need to ensure vendors reliability and risks mitigation

How we help

Aggregate

We support portfolio trackers by ensuring reliable connectivity coverage to global financial institutions and high-quality wealth data aggregation. With Flanks as their team extension, they can focus on boosting their user experience.

Benefits

Unlock access to untapped markets (global and local)

Eliminate manual data collection

Resolution for institutions that have 2FA (Two-Factor Authentication)

Provide standardized, easy-to-consume data to customers

Accessing real-time data on portfolio performance

Flanks LUME

For Soution Providers

Flanks Use Case - Flanks Solution Providers

Challenge

Service providers must integrate financial institutions in local and new markets to get the necessary data for their business. Since establishing these connections is costly and time-consuming,  delegate connection management to maintain profitability and control margins.

How we help

Aggregate

We support B2B providers like PMSs, CRMs, core-banking, and client lifecycle tools by enhancing their capabilities through wealth data aggregation. With Flanks as their team extension, they can focus on their core business.

Benefits

Strengthens connectivity coverage

Free up time to boost clients user experience

Reduce costs by streamlining processes

Unlock access to untapped markets

Develop on-demand connections

Boost operational efficiency

What our clients say

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 Suarez

Investment Director, Wealth Solutions.

Thanks to our strong partnership with Flanks, we enable secure, seamless access to our Portfolio Copilot™️ solution through leading brokerage firms like Robinhood, Fidelity, or eToro—providing retail investors with an unparalleled investing experience.

Jacques Cailloux

Founder & CEO, InvestAlert.ai