Flanks vs Fincite
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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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Fincite
Category
Portfolio Management
Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.
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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
< $50 million
- 2016
- Owned by management
- External investors (neither clients nor staff)
Germany
Frankfurt
- Germany
- United States of America
- DACH
- Nordics
- Dutch
–
–
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
- Individual wealth owners
- Single family offices
- Multi-family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Custodians
- Banks
- Brokerages
- 30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.
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
- Customer Onboarding
- Portfolio management
- Order execution
- Ability to Whitelabel
- Custom Development Service
- Custom Reports
- Digital Excellence
- Full Multi-Currency Support
- Mobile App
- Proven Agility
- Sustainability
- Real-time analytics
- Asset class aggregation
- Client Portal
- Alternatives
- Bankable or Financial Assets & Funds
- Cash & Equivalents
- Digital Assets & Crypto Currency
- Equities
- Fixed Income
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Private Equity & Direct Investments
- Real Estate
- MiFID II
- GDPR
Yes
Technology
Type of Software
SAAS
Ecosystem
-
Integrations
We are prepared to integrate with our client systems
Mobile App
No
-
SaaS
- Microsoft
- SAP
- Java
- Other
- There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS
Yes