Flanks is a WealthTech B2B service platform which digitally optimizes your operational efficiency by automating and scaling connections with custodian entities. Created by co-founders Joaquim de la Cruz, Sergi Lao and Álvaro Morales, the firm has come a long way since its beginnings in 2018.
Using Flanks as a wealth data orchestrator allows financial advisors to connect to any global entity in an automatic way. And therefore, help them aggregate their client’s wealth. By using Flanks’ solution, they get a global position of their client’s operations across all entities. And therefore, making financial information sharing secure, easy and quick.
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Flanks
An end-to-end ecosystem that allows you to access your client's financial data. We offer a 360º vision of financial data that includes accounts, investments, loans and a wide range of products more. Always quickly, easily and safely.