Flanks vs SS&C Family Office Services
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Flanks
Category
Advisors
Flanks is a WealthTech company redefining the industry through data-led insights and automation. Its modular, all-in-one platform empowers financial institutions — including private banks, family offices, asset managers, pension plan providers, and technology firms — to deliver faster, high-quality, and hyper-personalised advisory services.
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SS&C Family Office Services
Category
Consolidated Reporting
SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.
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Employees
100-500
Revenue
-
Founded
2019
Incorporated
-
Locations
- Barcelona
- Madrid
- Paris
Top 5 Markets
- France
- Spain
- United Kingdom
- Sweden
- Brazil
Total AUM
39B
Avg. AUM per client
-
Ownership
Owned by management
- 500+
- $4.6 million
- 1986
-
- United States of America
- Windsor
- Hong Kong
- Dubai
- Singapore
- States of America
- United Kingdom
- Canada
- Ireland
- Hong Kong
- $2.6 trillion
- $1.2 billion
Client
Focus
Banks
Secondary focus
- Banks
- Brokerages
- Custodians
- Exchange platforms
- Fund managers
- Individual wealth owners
- Investment & Financial Advisors (RIAs/IFAs)
- Multi-family offices
- Pension Plan Providers
- Single family offices
- Software and technology providers
-
- Single-family offices
- Individual wealth owners
- Multi-family offices
- 18,000
Product
Main Tasks
- Advisors
- Artificial Intelligence
- Compliance
- Data
- Data Aggregation
- Portfolio Management
- Reporting
- Security & Risk
Top features
- Ability to Whitelabel
- AI Powered
- Consolidated View
- Custom Reports
- Data Ingestion
- Full Multi-Currency Support
Assets supported
- Alternatives
- Art & Collectibles
- Bankable or Financial Assets & Fund
- Cash & Equivalents
- Commodities
- Cryptocurrency
- Developing Markets Fixed Income
- Digital Assets & Crypto Currency
- Lifestyle Assets & Rare Collectibles
- Equities
- Direct Private Equity
- Real Estate
- Hedge Funds
- Gold & Precious Metals
- Private Debt
- Insurance
- Private Equity
- Fixed Income
- Private Equity & Direct Investments
- REITS
- Venture Capital
- Residential
- Private Equity Funds
- Real Estate
Compliance
-
Whitelabel
Yes
- Accounting
- Consolidated reporting
- Governance
- Portfolio management
- Data aggregation
- Fully integrated, multi-currency portfolio management
- Integrated reporting for multi-tiered ownership structures
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
-
Yes
Technology
Type of Software
SAAS
Ecosystem
-
Integrations
We are prepared to integrate with our client systems
Mobile App
No
-
- SaaS
- Serviced software
-
- Microsoft
- SAP
- Java
- Adobe
-
No