Flanks

“Avec Flanks, vous ne travaillez pas seulement avec des ingénieurs, mais avec des experts qui connaissent le monde de la banque privée. Lorsque j'aborde le sujet des investissements alternatifs, ils me comprennent immédiatement et savent exactement de quoi je parle.”

“Flanks nos permite consolidar los datos de numerosos custodios en un único informe claro para nuestros clientes. El equipo responde con rapidez y sigue ampliando las conexiones a medida que crecen nuestras necesidades.”

“Recientemente hemos empezado a implementar Flanks y, hasta ahora, la experiencia ha sido muy positiva. El equipo nos ha brindado un apoyo constante, demostrando profesionalidad y un profundo conocimiento del producto. Estamos deseando empezar a trabajar con la plataforma.”

“Con Flanks no solo tienes ingenieros: hay personas que han trabajado en el mundo de la banca privada. Por eso, cuando hablo el lenguaje de las inversiones alternativas, me entienden al instante y saben exactamente de qué estoy hablando.”

“In wealth management, everything starts with reliable data. Flanks gives us a consolidated, up-to-date view of our clients' portfolios across all their banks, which we trust as the foundation for our reporting, our controls and our day-to-day advice.”

“Partnering with Flanks allows us to scale efficiently across our key markets, while giving our customers access to extensive aggregation options.”

“In wealth management, data quality directly determines the quality of advice. This partnership with Flanks strengthens our data infrastructure and expands our ability to cover increasingly diversified wealth.”

“By partnering with Flanks we're giving our clients immediate access to more than 650 custodian connections through a single AI platform. Instead of stitching together expensive legacy providers, firms can access the data, workflows and AI capabilities they need in one place.”

“Collaborating with Flanks strengthens Myne Tech’s ability to provide clients with a live view of their portfolios and accounts. Their aggregation infrastructure removes complexity from wealth data, allowing us to focus on innovation and delivering an exceptional digital experience to our users.”

“Expats’ financial data is scattered across countries. Flanks helps us bring it together, and Aequify turns it into clear, adviser-ready tax insights.”

“Flanks lets us consolidate data from many custodians into one clear report for our clients. The team is responsive and keeps extending connections as our needs grow.”

“We’ve recently started implementing Flanks, and so far the experience has been very positive. The team has provided close support throughout, demonstrating both professionalism and strong product knowledge. We’re looking forward to starting work with the platform.”

“With Flanks, you don’t just have engineers, you have people who’ve worked in the world of private banking. So when I speak in the language of alternative investments, they understand me straight away and know exactly what I’m talking about.”

“GlobalView, the global financial positions aggregator for CaixaBank's Wealth Management clients, represents a milestone in the banking sector, as it allows our independent advisory clients to take ownership of the information held by the financial institutions they work with. CaixaBank Wealth Management is proud to count on Flanks to offer a solution that brings complete visibility to their total wealth picture - consolidated, current, and entirely under their control.”