From data to solution
We have a wide range of modular solutions that come from the user’s date to the solutions that solve your problems.

• A complete view of your clients’ wealth
  Flanks aggregates all financial accounts to create a consolidated view of your clients’ portfolios. No matter the type of asset class, currency or entity, data is continually updated and available for all clients. Easily view investments across custodial accounts and uncover opportunities to provide holistic advice and grow your relationship
• Investment portfolio integration
  Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. A customizable portal provides on-demand access in a highly intuitive experience.Intuitive mobile and iPad apps make it easy for clients to securely access portfolios at any time
• Increase operational efficiency
  Bridge back-office solutions with our custom reporting functionality.Seamlessly integrate workflows with out-of-the box integrations.Our automated data aggregation and verification allows your team to win back hours spent on manual efforts ranging from reporting to compliance.

Use Flanks
One simple path to achive an holistic view.

• Easy onboarding
  Rely on our team of industry experts to understand your needs and quickly get your firm up and running.Access our on-demand Help Center and online training portal to kickstart your experience.
• Your data is protected
  Flanks is built for finance. We’ve designed a multifaceted data security program that ensures the confidentiality, integrity and privacy of the data managed on our platform.
• Expand your community
  Connect with and learn from the scores of leading Fianancial Advisors that Flanks supports