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.

Flanks Aggregate

Start with

Flanks

Aggregate

The data foundation powering high-quality wealth management

Core module

Additional module

Connect institutions and unify your clients’ wealth data

Enrich and reconcile your wealth data for accurate, analysis-ready reporting.

Flanks Aggregate

Start with

Flanks

Aggregate

The data foundation powering high-quality wealth management

Connect institutions andunify your clients’ wealth data

Flanks Lume - Mockups
Flanks Lume

Level up with

Flanks

Lume

The data foundation powering high-quality wealth management

Enrich and reconcile your wealth data for accurate, analysis-ready reporting

Flanks Lume - Mockups
Raw gathered data

Raw gathered data

Full, structured portfolio data

Client portal

Client portal

End-client digital portal

Report

Report

Downloadable reports

Wealth overview

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

Data security

Top tier integrations

Top tier integrations

AI powered

AI powered

Personalized views

Personalised views

White label branding

White-label

How we are redefining wealth management

Data aggregation methodologies

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We approach data aggregation holistically and with agnostic data aggregation methodologies in order to aggregate data whatever the source of the information is.

Others

Often depend on one aggregation method—like data feeds, scraping, or Open API—which restricts them when financial institutions don't supply data in the required format.

Scope of data aggregation

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We retrieve positions and transactions for liquid, illiquid assets and liabilities.

Others

Limited to financial assets, often with restricted geographical or asset class coverage.

Quality of asset data

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Validated, reconciled, and enriched with market data, ensuring high-quality, ready-to-use wealth data.

Others

Varies by provider, often require additional validation and manual reconciliation work on the wealth managers' side which take time and represent a risk of manual mistakes.

Ease of wealth management

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Automates the entire data aggregation process, reducing manual work, and ensuring security and data quality.

Others

Partial automation; wealth managers may need to perform additional consolidation and  reconciliation tasks, which take time and represent a risk of manual mistakes.

Asset classes covered

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Covers all asset classes, including both financial,non-financial assets and liabilities such as  real estate, artworks, crypto, etc.

Others

Primarily covers financial assets; non-financial assets and liabilities may not be fully supported.

Data security and privacy

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Flanks is not just a tech company but we are as well regulated as Account information Services Providers (AISP) and therefore we complies with GDPR, LGPD and are subjects to several audits.

Others

Other tech companies don't have the same level of certifications and requirements as not regulated

Modularity of solutions

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Offers modular implementation of specific components as needed.

Others

Often provides bundled solutions with limited modularity.

Frequently asked questions

How does Flanks make wealth management easy?

What data aggregation method does Flanks use?

What does it mean that the manual work is reduced?

Can I be sure that my clients' asset data is of high quality?

What is the scope of the data Flanks can aggregate?

How does Flanks  ensure data security and privacy?

Can I get data aggregation as a separate module?

Let's make wealth management easier than ever, together.

Connect with our experts to learn how we can enhance your work