Investment advisors face unprecedented demands under CIRO Rules 3300 (KYP) and 3400. With 400-600 securities per book, traditional due diligence approaches are unsustainable
Manual security reviews consume over 60 minutes each, forcing advisors to spend countless hours on documentation instead of focusing on client relationships and portfolio strategy.
Continuous Monitoring Requirements
Monitoring of market changes, news, social media, and press releases across hundreds of securities demands constant attention and creates an overwhelming stream of information to process.
Comprehensive Documentation Needs
Every investment decision requires exhaustive documentation covering investment rationale, research, and ongoing monitoring that must be maintained for potential regulatory audits.
Alternative Security Comparison Mandate
Regulatory requirements mandate comprehensive comparison of each security against multiple alternatives, requiring extensive research and analysis to justify every investment choice in a client's portfolio.
Risk & Cost Evaluation Requirements
Continuous evaluation of changing risk profiles, cost structures, and performance metrics across hundreds of securities creates an endless cycle of assessment and re-documentation.
5,000 Data Points per Security
Flanker analyzes 5,000 Data Points per Security... Every week!
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Introducing
AI-Powered Due Diligence Automation
Flanker revolutionizes the investment review process through advanced artificial intelligence, combining real-time market analysis, automated documentation, and proactive monitoring to turn what was once a months-long burden into a streamlined, compliant, and intelligent workflow that scales effortlessly across hundreds of securities.
