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A Wealth Management SaaS solution allowing additiv DFS clients to easily connect to any custodian worldwide, while aggregating all of end clients’ information in an efficient and scalable way.

Whether you’re a Private Bank, Family Office, IFA or a Wealth Management Company, Flanks is the bridge between the additiv DFS platform and any custodian entity globally.

Flanks’ advanced aggregation process allows institutions to quickly bring the positions and operations of end-client investors into their current IT ecosystem, with ease.

Flanks for Financial Advisors and Family Offices

Enables automated connectivity to any global custodian entity across the globe with ease. Aggregates all data and enables scaling wealth management operations like never before.

Flanks gives financial advisors a complete 360-degree view of all their clients’ operations and daily positions, allowing them to maximize the performance of their services.

Flanks data aggregation for wealth managers

Business impact

Unified view of end-clients’ wealth

Connects to any bank where end-clients hold assets, standardizes and classifies all data into a single-view.

Higher end-client engagement

Enables end-clients to access their unified financial dashboard, anytime, anwhere, in a fully encrypted way.

Increased operational efficiency

Bridges multiple back-office, reporting and compliance solutions into a fully automated platform freeing up valuable time.

Longer lifetime value

Puts the financial advisors’ offering at the center of the financial life of end-clients, making it a core proposition.

more details

Leave us your details and we’ll provide you more details about how this integration works and the benefits it brings to the additiv DFS platform.


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