Flanks
Flanks offers a revolutionary approach to wealth management by automating the aggregation of high-quality financial data from various sources. Seamlessly connecting with financial institutions, it consolidates complex asset information into tailored, 360° wealth reports, enhancing efficiency and allowing wealth managers to focus on strategic growth while ensuring data quality and consistency.
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Top Flanks Features
- Automated wealth data aggregation
- Customizable 360° wealth reports
- Seamless financial institution connectivity
- Data quality and granularity assurance
- Advanced technology for data consistency
- Real-time data visualization options
- Comprehensive performance and risk metrics
- Custom and blended benchmark analysis
- Effortless financial and non-financial asset retrieval
- Reduction of manual consolidation work
- User-friendly online portal interface
- API for data integration
- Extensive global asset coverage
- Modular solutions for diverse needs
- Support for alternative asset classes
- Expertise of financial specialists
- Effortless handling of complex ownership structures
- Personalized client engagement tools
- Automated feeds to custodians
- In-depth target allocation management.
