Flanks Partners with Perplexity to Power AI-Driven Financial Advisory

Flanks joined Perplexity's connector ecosystem, making regulated portfolio data available within Perplexity's answer engine and Computer agent.
The connector aggregates data from more than 700 financial institutions across 33 countries.
Flanks reports processing 8.2 million portfolios monthly, representing 43 billion euros in assets.
Advisors can query holdings, positions, and transaction history in natural language within workflows for client reporting, portfolio monitoring, meeting preparation, and ETF overlap analysis.
The stated problem addressed is the absence of a unified source of truth for portfolio data spread across multiple custodians and legacy systems in Europe's fragmented banking market.
Flanks operates as an Account Information Service Provider regulated by the Bank of Spain under European Central Bank supervision.
The company holds SOC 2 Type II and SOC 3 certifications.