Aggregate Smarter and Faster with Flanks “This product creates the bridge between financial advisor and custodian entity. Having an automatic aggregation process not only speeds up operations but also eliminates the risk of manual mistakes.” Automating Operations Diverinvest selected Flanks to digitally optimize their opera- tion efficiency by automating and scaling the connection process with custodian entities with ease. This allows them to successfully update all of their 335 client’s position and tran- sactions into their system on a daily basis. flanks.io | hola@flanks.io “Manually entering and updating operations data is slow and is prone to the risk of mistakes. This can create huge problems and potentially major delays for the financial advisor and customer.” Case Study 325 Client’s Information Updated on a daily basis Thanks to Flank’s aggregation process Diverinvest were able to save more than 2250 hours of manual integra- tion per month. Using Flanks’ advanced aggregation techniques, Diverinvest proved time and time again that their operations were both much faster and more relia- ble than manual aggregation method used by most of their top competitors. Fixing the gap between Custodian entity and reporting tool The data shows that automatic aggregation worked quickly smoothly over and over again with little to no effort. They were able to aggregate more in-depth infor- mation on the clients’ operations and positions, giving financial advisors brand new sources of revenue, by offering better services based on the vast amount of data aggregated. The Best User Experience For Everyone Flanks prides itself on giving the best user experience available for both the financial advisor and allowing you to give the best and most accurate financial information to their customer. Since the very beginning, Flanks quic- kly seen enormous growth and is expanding quicker than ever. Faster, Safer, More reliable. Diverinvest can connect to any custodian entity across worldwide by leveraging the latest scraping technology developed by Flanks, the consent and credentials of their investors and financial advisors securely. The CEO of Flanks, Joaquim De La Cruz confirms: “Our platform uses advanced methods such as reverse engineering to get the most detailed account informa- tion about your client available without having to inte- ract with the custodian entity’s teams”. “Due to our success, we have amassed an overwhelming number of satisfied clients and strong global partnerships”. The issue that often arises with account aggregation up is the time and effort that takes for the data to be collected. Taking a look at the well-known Spanish Financial advi- sory Diverinvest - this firm has accumulated thousands of portfolios over and over €1,000,000 under management since they started in 2007. They have become the leading Independent Financial Advisory Company (EAF) in Spain. Looking deep into their data, Diverinvest spent on average 7 hours per client to manually enter all of the clients’ data manually on a weekly basis. The Problem with Account Aggregation Flanks is a Wealth Tech B2B services platform created on the basis that advising over the Global Asset Alloca- tion of a client is becoming a must in the financial world. The process of aggregation allows for a deeper insight into the customers’ investments and operations allowing the financial advisor to give better and more accura- te wealth management advice overall.