Flanks vs TIFIN Give

You are looking for alternatives to Flanks. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Flanks

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.

TIFIN Give

Philanthropy

TIFIN Give is a technology-powered philanthropy partner for wealth enterprises. Advisors use TIFIN Give to prospect and convert HNW clients with in-demand, tax-optimised services, deepen existing client relationships via an intuitive, engaging online experience, and build relationships with next-gen clients’ heirs through the giving process.

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

11-50

2021

Bengaluru
Boulder, CO
Charlotte, NC
Mumbai
New York, NY

United States of America

$670 M

Key staff also have ownership,
External investors (neither clients nor staff),
Owned by management

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

Multi-family offices

Individual wealth owners,
Single-family offices,
Multi-family offices,
Investment & Financial Advisors (RIAs/IFAs),
Banks,
Foundations

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

Foundation,
Impact & ESG,
Technology Provider

Ability to Whitelabel,
Digital Excellence,
Proven Agility

Art & Collectibles,
Bankable or Financial Assets & Funds,
Cash & Equivalents,
Digital Assets & Crypto Currency,
Equities

Technology

Type of Software

SAAS

Ecosystem

Integrations

We are prepared to integrate with our client systems

Mobile App

SAAS

TIFIN Give is a modern, scalable SaaS solution built on AWS and integrated with cloud-native services where appropriate, including Postgres, Python/Django, React/Javascript. It was designed to support flexible and rapid deployments and supports multiple custodians underlying personalized investment management and portfolio options.