Wealth, easily managed

Simplify wealth management with Flanks.

From automatically gathering high-quality wealth data to consolidating it into brand-customized 360° wealth reports tailored to your clients' needs.  

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Flanks LUME

The all-in-one wealth management solution, easy from beginning to end.

Leverage complex wealth data from any source into actionable insights for wealth management professionals

Discover Flanks LUME

Flanks

Aggregate

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Boost

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Deliver

Certified security

How Flanks uniquely solves your wealth management needs

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

Global employees based in Barcelona

100

Clients spread worldwide

Coverage of the main financial entities in EU

39b

USD managed in our systems

350

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.

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