Features

How it works

How It Works?

Flanker was developed through extensive research into regulatory requirements, ensuring a deep understanding of compliance standards. Its advanced AI engine translates these regulations into automated processes, simplifying due diligence and investment monitoring. The app is designed to seamlessly integrate into advisors' workflows, offering an intuitive platform that combines compliance with strategic efficiency. Flanker bridges the gap between complex regulations and actionable insights, enabling smarter investment management.
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About Flanker

Advisors Upload Securities

Advisors are required to upload a comprehensive list of all currently held securities. This list should include detailed information for each security, such as the name, ticker symbol, CUSIP number (if applicable), quantity held, and any other relevant details necessary to provide a complete overview of their current portfolio holdings. This ensures accurate record-keeping, facilitates compliance monitoring, and provides a foundation for any subsequent reporting or analysis.

Flanker Performs Analyses

Flanker generates a comprehensive score for each security, leveraging advanced algorithms to analyze various factors such as performance, risk levels, market trends, and other relevant metrics. In addition to scoring, Flanker aggregates a wealth of data and actionable insights, presenting a holistic view of each security's standing. These insights include historical performance, risk assessments, comparative analytics, and industry benchmarks.

Advisors Gain Insights

Advisors can seamlessly monitor changes in their investments and generate actionable research insights, all within a single, integrated platform. They have the capability to produce comprehensive investment due diligence reports enriched by AI-driven insights, comparative analysis with peer groups, and access to detailed market data.

Advisors Perform Due Diligence

Advisors conduct and securely save due diligence reports to meet future audit requirements and maintain comprehensive records. They can also track and monitor the review process across their entire business, ensuring consistency, accountability, and compliance with regulatory standards.

Flanker Provides Value Added Solutions

Flanker enables the implementation of a consistent and standardized due diligence process, incorporating scheduled reviews, automated alerts, and advanced business analytics. These features empower advisors to maintain a structured, transparent, and efficient approach to investment management.
5,000 Data Points per Security
Flanker analyzes 5,000 Data Points per Security... Every week!
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Bridging the Compliance Gap

Benefits That Transform Due Diligence

Streamlined Due Diligence Process

Investment due diligence is at the heart of Flanker, utilizing advanced AI to aggregate data, conduct peer comparisons, and deliver actionable insights. The platform enables advisors to implement a scalable, consistent, and efficient end-to-end due diligence process for objective decision-making.

AI-Powered Investment Insights

Flanker’s AI-driven research tools allow advisors to effortlessly use natural language, filters, and screens to uncover insights, generate commentary, conduct performance analysis, and identify investment opportunities quickly and effectively.

Real-Time Book of Business Oversight

Flanker provides real-time monitoring of securities, tracking key metrics, fundamentals, news, and regulatory changes. Insights are integrated into its scoring methodology, ensuring continuous and accurate evaluation of portfolio performance.

Actionable Business Intelligence

Flanker delivers detailed business analytics, offering insights into organizational structure, investment process efficiency, and systemic risk. These tools help advisors optimize operations and develop strategies for scaling profitability and long-term success.