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Streamline Your Investment Management Process

Experience a smarter, faster, and scalable way to manage investments, meet compliance requirements, and grow your business.
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Challenges

The Problem with Traditional Investment Management

Investment advisors face unprecedented demands under CIRO Rules 3300 (KYP) and 3400. With 400-600 securities per book, traditional due diligence approaches are unsustainable
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Capacity Constraints

Monitoring hundreds of securities, conducting ongoing due diligence, and analyzing market trends takes up months of an advisor’s time each year—time that could be spent engaging clients and growing your business.

Regulatory Challenges

Regulations like CIRO Rules 3300/3400 in Canada and RegBI in the US demand ongoing, documented, and consistent due diligence for every security in an advisor’s book. Staying compliant requires new technology and reimagined processes.

Complexity Overload

Thousands of investment options, volatile markets, and an evolving product landscape create significant challenges for advisors to analyze and evaluate investments consistently at scale.

Manual Processes Don’t Scale

Manual research, monitoring, and portfolio implementation processes are time-consuming and inefficient, preventing firms from scaling effectively.
Transform Challenges into Opportunities
Flanker turns capacity constraints, regulatory hurdles, and growing complexities into stepping stones for business success. Build trust with clients by delivering consistent value, and focus more on what matters most—growing your business.
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Introducing

Meet Flanker – Your Digital Research Assistant

Flanker leverages cutting-edge AI technology to enhance and streamline your investment management process.

ScaleLike Never Before

  • Monitor every security in real-time.
  • Reduce due diligence time by 90%.
  • UtilizeAI to generate insights and research at scale.

Stay Compliant with Ease

  • Meet regulatory demands with a consistent, documented, and scalable compliance process.
  • Implement supervisory oversight and practice management tools for both advisors and firms.
  • Fulfill suitability and client best-interest requirements efficiently.

Lower Costs, Maximize Value

  • Get the capabilities of a full-time research associate and market data platform for a fraction of the cost.
  • Access 24/7 AI-powered research, monitoring, and reporting.
Spend your time building relationships and scaling your business while Flanker handles the heavy lifting.
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