Flanks vs AgilLink
You are looking for alternatives to Flanks. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Flanks
Category
Advisors
Flanks is a WealthTech company redefining the industry through data-led insights and automation. Its modular, all-in-one platform empowers financial institutions — including private banks, family offices, asset managers, pension plan providers, and technology firms — to deliver faster, high-quality, and hyper-personalised advisory services.
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AgilLink
Category
Accounting
AgilLink enables firms to scale their bill pay and client accounting operations while adding more control and security. Our solution automates the bill payment lifecycle by integrating document imaging, approval workflow, embedded banking, financial accounting and investment data integration.
Read moreCompany
Employees
100-500
Revenue
-
Founded
2019
Incorporated
-
Locations
- Barcelona
- Madrid
- Paris
Top 5 Markets
- France
- Spain
- United Kingdom
- Sweden
- Brazil
Total AUM
39B
Avg. AUM per client
-
Ownership
Owned by management
50-100
-
1976
An RBC company and affiliate of City National Bank
United States of America
El Segundo, California
United States
-
-
Client
Focus
Banks
Secondary focus
- Banks
- Brokerages
- Custodians
- Exchange platforms
- Fund managers
- Individual wealth owners
- Investment & Financial Advisors (RIAs/IFAs)
- Multi-family offices
- Pension Plan Providers
- Single family offices
- Software and technology providers
-
Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
Over 300 clients and 5000 users
Product
Main Tasks
- Advisors
- Artificial Intelligence
- Compliance
- Data
- Data Aggregation
- Portfolio Management
- Reporting
- Security & Risk
Top features
- Ability to Whitelabel
- AI Powered
- Consolidated View
- Custom Reports
- Data Ingestion
- Full Multi-Currency Support
Assets supported
- Alternatives
- Art & Collectibles
- Bankable or Financial Assets & Fund
- Cash & Equivalents
- Commodities
- Cryptocurrency
- Developing Markets Fixed Income
- Digital Assets & Crypto Currency
- Lifestyle Assets & Rare Collectibles
- Equities
- Direct Private Equity
- Real Estate
- Hedge Funds
- Gold & Precious Metals
- Private Debt
- Insurance
- Private Equity
- Fixed Income
- Private Equity & Direct Investments
- REITS
- Venture Capital
- Residential
- Private Equity Funds
- Real Estate
Compliance
-
Whitelabel
Yes
- Accelerator
- Data aggregation
- Portfolio management
- Consolidated reporting
- Accounting
- Integrated accounting
- Mobile App
- Transparency
- Data aggregation and management
- Consolidated and bespoke reporting
- Alternatives
- Bankable assets
- Private equity
- Real estate
- Rare collectables (luxury cars, boats, high-value jewellery)
-
Yes
Technology
Type of Software
SAAS
Ecosystem
-
Integrations
We are prepared to integrate with our client systems
Mobile App
No
-
Serviced software, SAAS
-
-
- Addepar
- Risclarity
- InvestLink
Yes