Simplifying complexity, delivering excellence
Flanks gives you a full global overview of your clients’ position and operations daily helping you to automate your financial advice to your client easier than ever before.
We can connect to any financial entity by leveraging the consent and credentials of investors and financial advisors. We cover the double factor authentication as we follow the security process of each entity. Simply choose your chosen custodian entity and hit connect.
After extracting data from the selected financial entity, we meticulously enrich it by adhering to our operational standards. This meticulous process empowers us to consistently provide you with clean and precise data on a daily basis.
Our dedicated data team diligently focuses on the standardization and validation of this data, proactively identifying and rectifying any potential errors or inconsistencies.
Once the data aggregation process is streamlined, Flanks offers a standardized integration layer, accessible via APIs or SFTP, enabling a "plug & play" approach to seamlessly integrate our solution into your reporting tools and/or portfolio management systems.
This integration doesn't only simplify your workflow, but also opens up opportunities to create new revenue streams based on the aggregated data. Let us shoulder the time-consuming tasks for you!
Classic data extraction methodology
The customer behavior is emulated through clicks and interactions. Which means that if the website is changed in any way, the action can't proceed as it can't follow its usual path.
Flanks data extraction methodology
Flanks directly reproduces the customer web/app's requests to the server, thus avoiding the need to interact with the user interface. The process is carried out quickly, safely, and in a resilient manner.
We can extract information from investment funds, both from independent managers and from sources distributed by banking entities.
Flanks can retrieve information from all types of ETFs with the most accurate asset details, as well as tickets and ISIN numbers. For example, digital brokerage firms or banking institutions.
Flanks extracts and identifies pension plans from every existing provider entity, matching each one with its identification code. For instance, DGS.
Flanks is capable of extracting equity data independently of its source: whether it's been traded through independent brokers or from banking entities. For example, Interactive Brokers.
Flanks can extract comprehensive information from various types of fixed income products, capturing every detail of each individual product, such as public debt and corporate bonds.
Flanks connects to major CFD platforms, providing a breakdown of the product being traded through CFDs and indicating the investor's current holding ratio at all times.
Flanks holds an AISP license, enabling legal access to every type of current account information.
Flanks can establish connections with leading alternative asset managers and retrieve current position information whenever the manager provides valuation updates, along with key corporate events.
Flanks connects to the APIs of the world's leading crypto exchanges.