Business introduction
Streamline your investment management process
Experience a smarter, faster, and scalable way to manage investments, meet compliance requirements, and grow your business
At Flanker, we are redefining wealth management with AI and data-driven insights. With over 50 years of combined experience in wealth management, technology, trading, compliance, and fintech, our team is uniquely positioned to help advisors scale and deliver outstanding results for their clients.
Our story
Our founders have worked with top technology companies, wealth management firms, global banks, and asset managers in Canada and the US. Through these experiences, they saw the potential of applying AI and market data to wealth management. This led to Flanker—a platform that automates, organizes, and streamlines the investment process while empowering advisors with AI-driven insights and strategies.
Our vision
We believe innovation drives progress. At Flanker, we aim to push the boundaries of wealth management. Starting with due diligence and Know Your Product (KYP), we are creating AI-powered tools to simplify and enhance how advisors approach investments.
Flanker Solutions
Flanker
Scale like never before Monitor every security in real-time. Reduce due diligence time by 90%. UtilizeAI to generate insights and research at scale. Stay compliant with ease Meet regulatory demands with a consistent, documented, and scalable compliance process. Implement supervisory oversight and practice management tools for both advisors and firms. Fulfill suitability and client best-interest requirements efficiently. Lower......
