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
Webinar: Data first. AI second.
The gap between AI ambition and compliant, evidence-based advice is growing. In this webinar, Flanks co-founders Álvaro Morales and Joaquim de la Cruz share how the wealth firms winning with AI are closing that gap - by putting data infrastructure first, AI 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