Figen OS – Flanks · Aggregation offering. Your clients’ wealth, in one piece.

Wealth data aggregation gathers, in one view, the accounts, policies and investments one person holds at several institutions. In the Figen OS – Flanks aggregation offering, Flanks aggregates this data and Figen OS shows it on the client record.

The Figen OS – Flanks aggregation offering brings into Figen OS, Figen AI’s platform, the assets a client holds at 583 institutions, in 49 countries and on 39 international platforms, aggregated by Flanks. On the client record, the adviser sees positions and transactions that have already been checked.

Flanks is a wealth data company with offices in Barcelona, Madrid, Paris and London, and Figen AI’s worldwide partner for aggregation. Flanks has been listed on Salesforce AppExchange since 23 June 2026, has appeared in Anthropic’s Claude Directory since 13 July 2026, and on 26 August 2026 Flanks published on its blog the announcement of a partnership with Perplexity.

The Figen OS – Flanks aggregation offering has 759 active connections to 583 institutions, spread across 49 countries and 39 international platforms. A connection is an active link to an institution, and one institution can have several. In France, 85 institutions are covered by 117 connections. The 25 connectors planned for 2026–2027 are not counted in the 759.

The data aggregated in Figen OS comes from 583 independent institutions, in 49 countries and on 39 international platforms, each a separate source. Flanks collects each one with agnostic aggregation methods, whatever the source, then reconciles positions and transactions. A client with an account at a private bank in Geneva and a life insurance policy in Luxembourg appears on one record in Figen OS.

In France, Figen OS – Flanks aggregation covers 85 institutions through 117 connections: retail banks, online banks, private banks and the French offices of international private banks. The list of names is in the restricted directory, reached from this page. To check a specific institution, write to [email protected].

Figen OS – Flanks aggregation covers life insurance, capitalisation and retirement policies from the major French life insurers, as well as from Luxembourg life insurers that hold policies for French clients. The list of names is in the restricted directory. To check a specific name, write to [email protected].

For Figen OS, Flanks aggregates positions and transactions across all asset classes, in public and private markets alike. Its scope includes alternative investments, real estate and other real assets, artworks, crypto-assets and liabilities, which appear in the same view as the assets.

Flanks validates and reconciles each data point, then enriches it with market data before it appears in Figen OS. Flanks’ finance specialists can step in to check a case. Because processing is automatic, the firm no longer re-keys this information.

Flanks, which runs the aggregation, is SOC 2 Type II compliant, publishes a SOC 3 report and applies the GDPR. Data is encrypted and access to it restricted; Flanks has its security controls audited regularly.

In the Figen OS – Flanks aggregation offering, 25 connectors are planned for 2026–2027, all in France, among them life insurers, asset managers and real-estate managers. They carry the “Planned · 2026–2027” label and are not counted in the 759 active connections. If an institution is missing from the directory, let us know at [email protected].

Figen AI is both a wealth-management CRM and an aggregator. Its platform, Figen OS, brings the CRM, client data aggregation and specialised AI assistants into one workspace. It can replace an existing practice-management tool or sit alongside it, as the firm prefers.

To activate the Figen OS – Flanks aggregation offering, book a meeting with the Figen AI team by writing to [email protected] with the subject “Activating Figen – Flanks aggregation”. If one of your clients’ institutions is missing from the directory, mention it in your message.