Challenge

Family offices require a unified view of clients' full wealth but struggle to connect with financial institutions globally and access reliable, granular data on both liquid and illiquid assets.

How we help

With technology and our wealth management experts, we take on the hard management duties, so you can focus on wealth.

Benefits

Fully automate the gathering, cleaning, and transformation of data

Provide up-to-date information from different  financial institutions

Family Offices gain a full view of clients' wealth, including financial assets and illiquid investments such as real estate and private equity

Enable reliable, reconciled wealth data with no manual input

Our financial experts analyze and resolve wealth data inconsistencies.

Save up 30% of total hours dedicated to client’s reporting.Enhance business growth

Challenge

Portfolio trackers need to connect to any institution for data aggregation support. Also, due to their core business relies on data, they need to ensure vendors reliability and risks mitigation

How we help

We support portfolio trackers by ensuring reliable connectivity coverage to global financial institutions and high-quality wealth data aggregation. With Flanks as their team extension, they can focus on boosting their user experience.

Benefits

Unlock access to untapped markets (global and local)

Eliminate manual data collection

Resolution for institutions that have 2FA (Two-Factor Authentication)

Provide standardized, easy-to-consume data to customers

Accessing real-time data on portfolio performance

Challenge

Service providers must integrate financial institutions in local and new markets to get the necessary data for their business. Since establishing these connections is costly and time-consuming,  delegate connection management to maintain profitability and control margins.

How we help

We support B2B providers like PMSs, CRMs, core-banking, and client lifecycle tools by enhancing their capabilities through wealth data aggregation. With Flanks as their team extension, they can focus on their core business.

Benefits

Strengthens connectivity coverage

Free up time to boost clients user experience

Reduce costs by streamlining processes

Unlock access to untapped markets

Develop on-demand connections

Boost operational efficiency