Flanks

Spain HQFounded 2019

Deployment

WindowsMacLinux

Best for

SmallMedium

Overview

About Flanks

Flanks is automatically connect to any custodian entity to aggregate your client’s wealth into your platform. Automated feeds to custodians, fund administrators and proprietary data warehouses and allows for data management through the application. We track the most granular transactions and holdings level detail across any asset class, including alternatives, in any currency across the most complex of ownership structures. Grow your connections and automatically connect to any custodian entity across the globe with ease.

Aggregate all data and scale your wealth management operations like never before.

At a glance

Software information

Industries served, licensing and the support Flanks provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English
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Capabilities

Flanks features

The full feature set, grouped by module.

Wealth Management Software

  • Accounting Management
  • Financial Planning
  • Fund Management
  • Investment Tracking
  • Performance Measurement
  • Portfolio Management
  • Valuation & Risk Management

Plans

Flanks pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)

Media

Screenshots & video

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