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Portfolio & Wealth New

Flanks

Flanks supplies the data infrastructure beneath wealth management, connecting to more than 600 banks, brokers, custodians, pension providers and alternative asset platforms across…

Overview

Flanks supplies the data infrastructure beneath wealth management, connecting to more than 600 banks, brokers, custodians, pension providers and alternative asset platforms across 33 countries to aggregate, validate, reconcile and enrich client holdings into analytics ready form. Its argument is that visualization without clean aggregation is surface level, and that the real difficulty is not liquid accounts sitting in different portals but private equity, real estate and art, where the information exists only in non standardized documents and statements. On top of the data layer sit portfolio dashboards, wealth reports, simulations, investor portals and AI tools for portfolio analysis and advisory workflows. The company is authorized by the Spanish central bank as an account information service provider under European Central Bank oversight.

Details

Pricing See website
Category Portfolio & Wealth
Popularity New
Updated
Portfolio & Wealth Investment Research Banking & Treasury

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