Flanks vs Asset Vantage

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

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.

Asset Vantage

Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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

80-100

2011

Owned by management
External investors

United States of America

Stamford, CT, USA
Mumbai, India
Pune, India
Singapore

United States of America
India
GCC – (UAE, Bahrain, Oman, KSA)
Far East Asia

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

Single-family offices
Multi-Family Offices

Individual Wealth Owners
Financial advisors
Accounting Firms
Trust Companies
Banks & Institutions

400+ Global families served

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

Data Aggregation – All Assets, Bank/Cash
Integrated Accounting
Partnership Accounting
Portfolio Analytics – Multi-Currency
Custom Dashboards
Document Management

Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
Multi-Period performance & benchmarking
Partnership accounting and entity look-through
Global listed equities & fixed income traded asset pricing
Integrated General Ledger
Consolidating & Multi-Period Balance Sheet & Trial Balance
Consolidating & Multi-Period Income Statement
Capital Flow Reporting
Fully Configurable & exportable widget dashboard across Performance Reporting
Custodian transactions sync & reconciliation
Document Vault
Integration with Bill.com and Arch
Check Writing
User Permissions & Entitlements
Transparent Pricing