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WE MAKE WEALTH MANAGEMENT SCALABLE



Automate up to 80% of manual processes performed by wealth managers. Access fast
wealth data aggregation and prepare for growing demand in wealth management
services.


Start now

ABOUT US


GET A 360º PERSPECTIVE OF YOUR CLIENT´S WEALTH DATA



We provide investors with a comprehensive 360° perspective on their financial
landscape, empowering them to make well-informed wealth-management decisions.


Our services






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.


SAFE AND SECURE



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.


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Coverage of main financial entities in Europe

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Tipology of investment products covered

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Countries (as in customers)

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USD managed in our systems

USE CASES


HOW WEALTH MANAGERS ARE USING FLANKS


Increase your asset management and revenue thanks to a wide range of practical
and "out-of-the-box" use cases.

Contact us and learn more





TRANSACTIONS DETAILS FOR TAX DECLARATIONS



Retrieve and integrate all historic of transactions into the same format to make
process easier to read for you and your tax advisor.


DIVIDEND WITHHOLDING TAX RECLAIM



We help you access you financial information, analyze, process and claim the
withholding taxes that come from your dividends.


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.

Contact us and let us help you with your financial assets

Contact


FUNDS TRANSFER



Optimize and automate the funds transfer process by retrieving all of your
client’s details you need to perform the funds transfer.


BANKING AS A SERVICE



Support and build loyalty with your IFAs and Family Offices by providing them
with a global view of the investments of their clients.


MULTI-CUSTODY ADVISORY SERVICES



Increase of your assets under management thanks to the possibility of providing
multi-custodian financial advice.


TRANSACTIONS DETAILS FOR TAX DECLARATIONS



Retrieve and integrate all historic of transactions into the same format to make
process easier to read for you and your tax advisor.


DIVIDEND WITHHOLDING TAX RECLAIM



We help you access you financial information, analyze, process and claim the
withholding taxes that come from your dividends.


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.

Contact us and let us help you with your financial assets

Contact


FUNDS TRANSFER



Optimize and automate the funds transfer process by retrieving all of your
client’s details you need to perform the funds transfer.


BANKING AS A SERVICE



Support and build loyalty with your IFAs and Family Offices by providing them
with a global view of the investments of their clients.


MULTI-CUSTODY ADVISORY SERVICES



Increase of your assets under management thanks to the possibility of providing
multi-custodian financial advice.


TRANSACTIONS DETAILS FOR TAX DECLARATIONS



Retrieve and integrate all historic of transactions into the same format to make
process easier to read for you and your tax advisor.


DIVIDEND WITHHOLDING TAX RECLAIM



We help you access you financial information, analyze, process and claim the
withholding taxes that come from your dividends.


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.

Contact us and let us help you with your financial assets

Contact
Hear from our clients

"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."



Rafael Suárez
Chief Investment Officer at Wealth Solutions
Hear from our clients

"We are thrilled to enter into this partnership, which not only strengthens our
connectivity coverage in the Nordics but also unlocks exciting opportunities in
untapped markets. Flanks' data-driven investment approach was a key factor in
our decision to collaborate, and we look forward to the possibilities ahead."



Sergej Smirnov
COO and co-founder at Njorda
Hear from our clients

"The solutions offered by Flanks to ESIs represent a significant added value in
the processes’ automatization of the financial sector, with a large impact on
the services provided to final customers."



David Levy
DiverInvest Asesoramiento EAF – OwnerASEAFI representative for Catalonia



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Let’s talk and start now


Automatically connect to any custodian entity to aggregate your client’s wealth
into your platform


Start now

Democratize wealth management services for your customers



C/ de Tarragona, 157, 16a planta, Distrito de Sants-Montjuïc, 08014
Barcelona930400544

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