Revolutionize Wealth Management with Flanks LUME: Your All-in-One Data Solutions

About Flanks

Flanks is revolutionizing the wealth management landscape with its innovative solutions that simplify the complexities of managing wealth. Their flagship product, Flanks LUME, stands out as an all-in-one wealth management solution that seamlessly aggregates data from various sources, providing wealth managers with actionable insights and customized reports tailored to their clients' needs.

One of the most impressive aspects of Flanks is its commitment to data quality and granularity. By employing an agnostic methodology for data aggregation, Flanks ensures that wealth managers can effortlessly connect with any financial institution, retrieving comprehensive data on both financial and non-financial assets. This capability significantly reduces the manual workload typically associated with consolidating global asset data, allowing wealth managers to focus on strategic growth rather than tedious administrative tasks.

The user experience is further enhanced by Flanks' ability to transform complex data into easily digestible deliverables. Whether through an online portal, API, or downloadable reports, clients can visualize their wealth data in a manner that best suits their needs. This flexibility is a game-changer for wealth management professionals who require real-time access to information to make informed decisions.

Flanks' impressive track record, with over 350 connections to financial institutions and $39 billion in assets managed, speaks volumes about its reliability and effectiveness in the industry. The accolades received, including recognition in Forbes' 30 under 30 and the 2024 WealthTech 100 award, further solidify Flanks' position as a leader in wealth management technology.

Flanks is not just a service provider; it acts as an extension of your team, empowering wealth managers to redefine their approach to client relationships and wealth management. With its cutting-edge technology and expert support, Flanks is undoubtedly a partner worth considering for anyone looking to enhance their wealth management capabilities.