Connect with our experts to learn how we can enhance your work
The modular all-in-one wealth management platform
Get high-quality wealth insights and a holistic view of your clients' assets to elevate your client advice and drive growth.
Turn fragmented investment data into actionable insights
Flanks simplifies wealth management with seamless data aggregation and advanced data enrichment, accessible through a flexible, modular platform.

Start with
Flanks
Aggregate
The data foundation powering high-quality wealth management

Level up with
Flanks
Lume
The data enrichment layer driving premium, scalable advisory
Core module
Additional module
Connect institutions and unify your clients’ wealth data
Enrich and reconcile your wealth data for accurate, analysis-ready reporting.

Start with
Flanks
Aggregate
The data foundation powering high-quality wealth management
Connect institutions andunify your clients’ wealth data


Level up with
Flanks
Lume
The data foundation powering high-quality wealth management
Enrich and reconcile your wealth data for accurate, analysis-ready reporting


Raw gathered data
Full, structured portfolio data

Client portal
End-client digital portal

Report
Downloadable reports

Wealth overview
Advisor wealth dashboards
Wealth data. Viewed your way. Accessible via one platform
Flanks adapts seamlessly to each client’s reporting needs. From raw data to full dashboards, it delivers wealth insights in the format that best supports your advisory process — with customisation options that give you full control over data granularity, structure, widgets, and charts.
One platform
Secure. Smart. Personalised. AI powered.
Flanks combines high-quality wealth data and modular reporting with powerful features tailored to the complexity of modern wealth management. All built in, for efficiency at scale.

Data security

Top tier integrations

AI powered

Personalised views

White-label
An all-in-one modular solution to improve every wealth management segment
See how we help different wealth players with all their management needs.