Wealth, easily managed

Simplify wealth management with Flanks.

The modular wealthtech solution delivering high-quality wealth data, the foundation for actionable insights, personalised advice, and AI-driven wealth management.

How it works Get started

The modular wealth solution for financial advisors

Full view of your clients’ wealth data in one platform

Explore our platform modules:

Explore our platform features:

The modular wealth solution for financial advisors

Full view of your clients’ wealth data in one platform

Explore our platform modules:

Core module

Flanks

Aggregate

Connect to any institution, extract wealth data, and standardise it into one reliable model

Additional module

Flanks

Lume

Enrich wealth data with market information and prepare it for portfolio analysis and reporting

Deliver client-specific insights:

Raw gathered data

Report

Client portal

Wealth overview

Discover Flanks solution

Certified security

How Flanks uniquely solves your wealth management needs

Aggregate any wealth data type

Automate the entire wealth data journey

Ensure data precision, granularity, and trust

Enable AI insights, tailored to you

Flanks approach data aggregation with an agnostic methodology

We enable seamless connections with any financial institution, effortlessly retrieving data on financial and non-financial assets and liabilities worldwide. Whether it's through data feeds, PDFs, or e-banking/extranet sources, we handle it all.

Flanks acts as an extension of your team, to ease your wealth management tasks

We can reduce to 0% the manual work that wealth managers undergo to consolidate their clients' global asset data. So they can focus on strategic growth.

Flanks ensure data quality and granularity, so the wealth data you receive is ready-to-use.

We manage wealth data aggregation, reconciliation, and market data enrichment—all with one goal: ensuring data consistency and quality through advanced technology and the expertise of our financial specialists.

Flanks transform complex data into deliverables tailored to your needs

Whether you want to visualize data in an online portal, through an API, or in downloadable reports, Flanks makes it possible for you.

Flanks approach data aggregation with an agnostic methodology

Flanks acts as an extension of your team, to ease your wealth management tasks

Flanks ensure data quality and granularity, so the wealth data you receive is ready-to-use.

Flanks transform complex data into deliverables tailored to your needs

Flanks by the numbers: our footprint on the wealth management industry

100

Team members

100

Clients spread worldwide

Coverage of the main financial entities in EU

USD managed in our systems

400

Connections with financial institutions

Years servicing wealth management

Join those redefining wealth management with us

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.

Wealth Solutions

Rafael Suarez

Investment Director

Edipat

With Flanks, you don’t just have engineers — you have people who’ve worked in the world of private banking. So when I speak in the language of alternative investments, they understand me straight away and know exactly what I’m talking about.

Lluis Clusella

General Director

Grupo Iscasi

We’ve recently started implementing FLANKS, and so far the experience has been very positive. The team has provided close support throughout, demonstrating both professionalism and strong product knowledge. We’re looking forward to starting work with the platform

Sara Muñoz

CEO