Features

How it works

How It Works?

Discover how Flanker empowers financial advisors, compliance officers, and investment firms with cutting-edge AI-driven tools to streamline the investment process, ensure compliance, and enhance performance.

Monitoring

Track all the individual securities in your business with Flanker’s powerful AI monitoring capabilities. The AI continuously analyzes news, market data, and securities performance, calculates detailed scores for each security and generates summary information to support the decision-making process.

Due Diligence

Effortlessly manage due diligence at scale. Flanker uses AI to aggregate and summarize investment data, build peer groups, and perform in-depth analysis of specific investments. Our platform supports a streamlined, fully documented due diligence process designed to meet strict regulatory requirements while saving time and resources.

Research

Spend less time filtering data and more time generating insights. Flanker leverages AI and big data to revolutionize your research process. Access concise, actionable insights without sifting through an overwhelming number of reports and datasets—enabling smarter, faster decision-making.

Analytics

Elevate your business with Flanker’s advanced analytics tools. From portfolio analytics to historical trend analysis and quantitative scoring, our platform unlocks valuable insights to improve risk management, enhance practice management, and boost overall business performance.

Supervision

Simplify regulatory oversight and practice management across your firm. Flanker offers a centralized dashboard that enables firms to track and manage the due diligence process for hundreds of advisors with ease. Stay compliant, efficient, and in control—meeting regulatory standards while optimizing your workflow.
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.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.