Flanks vs Private Wealth Systems
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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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USA-based Private Wealth Systems provides the digital infrastructure that powers modern family offices across the world. The platform is able to support even the most complex nested ownership structure through its capturing, correcting, calculating and presenting of actionable information across asset classes and currencies.
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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
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
-
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
Technology
Type of Software
SAAS
Ecosystem
-
Integrations
We are prepared to integrate with our client systems
Mobile App
No
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