Flanks launches AI financial advisor for wealth managers

FinTech Global. (2026, March 25). Flanks launches AI financial advisor for wealth managers. FinTech Global. https://fintech.global/2026/03/25/flanks-launches-ai-financial-advisor-for-wealth-managers/

• WealthTech firm Flanks, a company best known for its account aggregation, has launched a new AI Financial Advisor designed to serve as an intelligent co-pilot for wealth management professionals.

• The platform utilizes a multi-agent AI framework that allows advisors to interrogate complex, multi-custodian portfolios using natural language queries.

• Users can access instant, contextualized analysis across all asset classes, including automated currency normalization and private equity capital call tracking.

• The tool is engineered to provide descriptive analysis while strictly adhering to compliance guardrails that prevent it from issuing specific investment recommendations.

• All data processing occurs within Flanks' secure in-house environment to ensure that sensitive client information is never shared with public artificial intelligence systems.

• The underlying technology integrates with over 600 financial institutions across 33 countries to deliver cleaned and validated wealth data.

Knote: There isn't much of a moat around AI tools these days, except one: data. So it makes sense that one of Europe's largest portfolio aggregation companies would field an AI overlay.