Transforming Client Relationship and Wealth Management: Wealth Dynamix joins forces with Flanks

London, 09.11.2023 – Wealth Dynamix and Flanks, two leading innovators in the wealth management sector, are thrilled to announce their strategic partnership aimed at transforming client engagement and financial management practices. By integrating cutting-edge CRM, Onboarding and digital technologies with automated data aggregation across custodians, this collaboration promises to redefine the way firms interact with customers and how to manage their wealth.

Thanks to this collaboration, financial advisory firms and their valued clients will be able to access a comprehensive view of financial details, including multi-custodian holdings. This holistic approach ensures that both advisors and customers have a real-time, consolidated understanding of their portfolios. 

This alliance provides:

  • Customer benefits: This collaboration will notably boost advisor productivity by removing manual data collection and aggregation. This will lead to time savings, increased efficiency, and improved client interactions.
  • Client engagement: Wealth Dynamix and Flanks enhance engagement with pre-filled Fact Finds and ‘Whole of Wealth’ Views in the Client Portal, providing comprehensive insights for informed decisions. The collaboration offers 360-degree views for advisors during client interactions, fostering meaningful conversations with real-time data accuracy.
  • Cost reduction: This partnership lowers delivery and operational costs for financial firms by eliminating manual data collation, reducing middle and back-office workload, and enabling more efficient resource allocation.

Wealth Dynamix and Flanks are excited by the endless possibilities this collaboration holds for the WealthTech industry. The firms are dedicated to continually advancing their joint offering to the vanguard of innovation, seamlessly adapting to the ever-changing requisites of financial firms and ready to adapt to the changing needs of financial companies and their customers.

“Wealth Dynamix and Flanks have opened the ability to further drive efficiencies in Wealth by merging the realms of Client Lifecycle Management and cutting-edge automated data aggregation. This collaboration will certainly empower financial institutions and their clients to offer not only a comprehensive client 360 view, but also a combined view of multi-custodian assets, all without the need for multiple complex integrations.”

Gary Linieres, CEO & Co-Founder of Wealth Dynamix

About Wealth Dynamix

At Wealth Dynamix we work with wealth management firms and private banks to help create a seamless set of CLM capabilities, delivering our solutions across the whole CLM spectrum, or focusing on specific areas such as client onboarding and working with a firm’s existing architecture.  

We use intelligent technology to free staff from ‘administrative burden’, by streamlining operational processes to allow them to focus on proactively providing exceptional client experiences to a broad clientele while ensuring cost-effectiveness, compliance and scalability.  

Our solutions support the broadest range of firms, from 10-person boutique investment managers and UHNW multi-family offices to global mass affluent wealth managers and global private banks.

About Flanks 

Flanks is a global wealth data orchestrator that enables you to connect with any custodian entity, aggregating your clients’ wealth onto your platform. The Flanks platform acts as a bridge between the reporting tools and custodian entities worldwide, providing financial advisors and other actors in the Wealth Management world with a comprehensive global overview of their customers’ positions and daily operations.

Efficiently accessing comprehensive data from global custodian entities for various financial products presents a wide range of benefits. For example, it can be applied to multi-custodian advisory services, streamlined tax declarations, optimised digital onboarding, expanded Banking-as-a-Service offerings, global investment strategies, and many more. All these processes are done while ensuring safety, data confidentiality, and authenticity at all times. Moreover, Flanks stands as an AISP-regulated enterprise, subject to rigorous annual audits conducted by external firms to maintain the highest standards of security and compliance.

The Flanks team is available to understand your needs in terms of wealth data aggregation for your consolidation tool. For more information, you can check out Flanks’ website here, and schedule an introduction call in four different languages.


Wealth Dynamix
Wealth Dynamix

Wealth Dynamix Team

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.


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