We make wealth management scalable
Flanks can automate up to 80% of the manual processes performed by wealth managers. Automate and democratize your financial services with us now.
Get a 360º perspective of your financial landscape
We provide investors with a comprehensive 360° perspective on their financial landscape, empowering them to make well-informed wealth-management decisions.
Discover what Flanks can do for you
We simplify the lives of wealth managers and investors by connecting them with custodian entities globally, facilitating the seamless aggregation of their financial data into their chosen reporting platforms.
Wealth Management Made Easy
Put your daily tasks on autopilot to scale your business reaching clients you never imagined.
Client Integration Across Levels
Whether dealing with HNW, UHNW, retail or mass affluent clients. We are able to connect any custodian entity or financial institution around the world.
Seguro y protegido
We are fully regulated and comply with the AISP in the EU. We work with Leading auditors such as Deloitte to keep your data safe.
Coverage of main financial entities in Europe
Tipology of investment products covered
Countries (as in customers)
USD managed in our systems
How wealth managers are using Flanks
Traspaso de fondos
Optimice y automatice el proceso de traspaso de fondos extrayendo todos los datos necesarios de sus clientes para llevarlo a cabo.
Banking as a service
Apoye y fidelice a sus asesores financieros independientes y Family Offices proporcionándoles una visión global de las inversiones de sus clientes.
Multi-custody advisory services
Haga crecer sus activos bajo gestión prestando un asesoramiento financiero multicustodio.
Transactions details for tax declarations
Extraiga e integre todo el historial de transacciones en el mismo formato para así facilitar la lectura del proceso a usted y a su asesor fiscal.
Devolución de retenciones de dividendos
Le ayudamos a acceder a su información financiera, a analizarla, procesarla y reclamar las retenciones fiscales de sus dividendos.
Digital onboarding optimization
Flanks' onboarding process helps you connect to the bank or custodian entity where you will have your positions at. All of this done in a safe way while staying secure.
"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."
"Estamos encantados de entrar en esta asociación, que no sólo refuerza nuestra cobertura de conectividad en los países nórdicos, sino que también desbloquea interesantes oportunidades en mercados sin explotar. El enfoque de inversión basado en datos de Flanks fue un factor clave en nuestra decisión de colaborar, y estamos deseando ver las posibilidades que nos esperan."
"Las soluciones que ofrece Flanks a las ESIs suponen un importante valor añadido en la automatización de procesos del sector financiero, con un gran impacto en los servicios prestados al cliente final."
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Conéctese a cualquier entidad custodia para agregar el patrimonio de sus clientes en su plataforma de manera automática
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