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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.
- Investment-management
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Open Source
- Cloud Hosted
- Windows
- Mac
- Linux
SUPPORT
- Email
- Phone
- 24x7 Support
Training
- Webinar
Knowledge Base
- Help Guides
- Video Guides
- Blogs
Flanks Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
Flanks Reviews
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