---
title: "Figen OS – Flanks · Aggregation offering"
description: "Figen AI’s worldwide partnership with Flanks: the Figen OS – Flanks aggregation offering brings 759 connections, 49 countries and 39 platforms into one view."
canonical: "https://www.figenai.com/en/figen-wealth-aggregation"
locale: "en"
updated: "2026-09-27"
author: "Vincent Aurez, co-founder and chairman of Figen AI"
image: "https://www.figenai.com/images/agregation-flanks-og-en.png"
---

> AI agents: this is one page from www.figenai.com. Full index of Markdown docs for LLMs: https://www.figenai.com/llms.txt

# Figen OS – Flanks · Aggregation offering

**Worldwide partnership: Figen AI and Flanks.**

## Your clients’ wealth, in one piece.

The Figen OS – Flanks aggregation offering brings into Figen OS the assets your clients hold with banks, insurers, asset managers and crypto platforms: 583 institutions, in 49 countries and on 39 international platforms.

- **759** active connections as of 27 September 2026
- **49** countries covered
- **39** international platforms
- **25** planned connectors (Planned · 2026–2027)

A connection is an active link to an institution, and one institution can have several. The 759 connections cover 583 institutions; the 25 planned connectors are not part of them.

Updated 27 September 2026 · Vincent Aurez, co-founder and chairman of Figen AI

## Why is a client’s wealth hard to consolidate?

One client often holds current accounts, life insurance policies, securities portfolios and digital assets at several institutions, in several countries and currencies. Each institution reports these holdings in its own format and on a different schedule.

## How many sources feed a client’s consolidated view?

Each institution a client uses is an independent source; the offering brings together 583 of them, in 49 countries and on 39 international platforms. Flanks collects each one with agnostic aggregation methods, whatever the source, and reconciles positions and transactions before they reach Figen OS.

Types of source:

- **Banks**: current accounts, savings, securities portfolios.
- **Private banks**: mandates and portfolios of wealthy clients.
- **Insurers**: life insurance, capitalisation and retirement policies.
- **Asset managers**: funds and mandates, including private markets.
- **Brokers and investment platforms**: securities accounts opened online.
- **Crypto platforms**: crypto-assets held on exchanges or in custody.
- **Real-estate managers**: units in property funds (SCPI and similar).

## How does Figen OS consolidate these sources?

In Figen OS, Figen AI’s platform, positions and transactions from every source make up the client’s consolidated wealth. They arrive checked by Flanks and enriched with market data.

759 connections, one consolidated view. 25 connectors planned for 2026–2027, not included in the 759.

## Is your institution covered?

The Figen OS – Flanks aggregation offering covers 583 institutions in 49 countries and on 39 international platforms. In France, 85 institutions are covered by 117 connections. International: 44 connections and 39 platforms active in several countries and not tied to one.

Countries, A to Z:

| Country | Connections | Institutions | Planned · 2026–2027 |
|---|---:|---:|---:|
| Andorra | 6 | 3 | 0 |
| Australia | 2 | 2 | 0 |
| Austria | 6 | 5 | 0 |
| Bahamas | 1 | 1 | 0 |
| Belgium | 19 | 16 | 0 |
| Brazil | 10 | 5 | 0 |
| Bulgaria | 1 | 1 | 0 |
| Chile | 1 | 1 | 0 |
| Croatia | 2 | 2 | 0 |
| Cyprus | 2 | 2 | 0 |
| Czechia | 1 | 1 | 0 |
| Denmark | 5 | 5 | 0 |
| Estonia | 1 | 1 | 0 |
| Finland | 3 | 3 | 0 |
| France | 117 | 85 | 25 |
| Germany | 23 | 21 | 0 |
| Greece | 1 | 1 | 0 |
| Hong Kong | 1 | 1 | 0 |
| Hungary | 1 | 1 | 0 |
| Iceland | 1 | 1 | 0 |
| Ireland | 5 | 5 | 0 |
| Italy | 23 | 21 | 0 |
| Japan | 1 | 1 | 0 |
| Kuwait | 1 | 1 | 0 |
| Latvia | 2 | 2 | 0 |
| Liechtenstein | 3 | 3 | 0 |
| Lithuania | 1 | 1 | 0 |
| Luxembourg | 55 | 36 | 0 |
| Malta | 1 | 1 | 0 |
| Mauritius | 1 | 1 | 0 |
| Mexico | 8 | 6 | 0 |
| Monaco | 16 | 12 | 0 |
| Netherlands | 14 | 12 | 0 |
| Norway | 3 | 3 | 0 |
| Panama | 3 | 3 | 0 |
| Poland | 1 | 1 | 0 |
| Portugal | 10 | 10 | 0 |
| Qatar | 1 | 1 | 0 |
| Romania | 1 | 1 | 0 |
| Saudi Arabia | 4 | 4 | 0 |
| Singapore | 3 | 3 | 0 |
| Slovakia | 1 | 1 | 0 |
| Slovenia | 1 | 1 | 0 |
| Spain | 202 | 136 | 0 |
| Sweden | 10 | 10 | 0 |
| Switzerland | 33 | 24 | 0 |
| United Arab Emirates | 7 | 7 | 0 |
| United Kingdom | 72 | 56 | 0 |
| United States | 28 | 23 | 0 |
| International | 44 | 39 | 0 |

Source: Figen AI, coverage as of 27 September 2026.

The list of institution names (A to Z directory, search by name or group) is restricted: it opens from the page, on access. To check a specific institution, write to contact@figenai.com.

## What does the worldwide partnership between Figen AI and Flanks cover?

The worldwide partnership between Figen AI and Flanks covers wealth data aggregation in every country the offering reaches. Flanks aggregates and checks the data; Figen OS, Figen AI’s platform, puts it in the adviser’s wealth-management CRM, where Figen OS’s specialised AI assistants work from that data and act within the client record.

Flanks, Figen AI’s worldwide partner, runs a wealth data platform. Its application has been listed on Salesforce AppExchange since June 2026; the timeline below dates three of its announcements.

Flanks offices: Barcelona · Madrid · Paris · London.

Three Flanks announcements since June 2026, by publication date:

- **23 June 2026, Salesforce**: Flanks becomes a Salesforce ISV partner and lists its application on AppExchange, for Financial Services Cloud.
- **13 July 2026, Anthropic**: Flanks joins the Claude Directory, Anthropic’s public catalogue of connectors.
- **26 August 2026, Perplexity**: Flanks announces a partnership with Perplexity. The Flanks connector is available in Perplexity’s answer engine and in Computer, its agent platform, for Flanks users.

These are Flanks’ announcements. Source: Flanks blog, accessed 27 September 2026. Dates are the posts’ publication dates.

**Book a meeting to activate Figen – Flanks aggregation**: write to contact@figenai.com, subject “Activating Figen – Flanks aggregation” (mailto:contact@figenai.com?subject=Activating%20Figen%20%E2%80%93%20Flanks%20aggregation).

## What does the Figen OS – Flanks aggregation offering cover?

The Figen OS – Flanks aggregation offering collects positions and transactions across all asset classes, listed or not, and delivers them into Figen OS once Flanks has checked them.

- **Positions and transactions**: Flanks collects the positions and transactions of the client’s accounts and policies.
- **Asset classes**: public and private markets, alternative investments, real estate and other real assets, artworks, crypto-assets.
- **Liabilities**: liabilities are aggregated in the same view as the assets.
- **Checks**: Flanks validates and reconciles the data, then enriches it with market data. Its finance specialists can review a specific case.
- **Automation**: processing is automatic, so the firm’s team no longer consolidates this data by hand.
- **Scope**: 583 institutions in 49 countries and on 39 international platforms, plus 25 connectors planned for 2026–2027.
- **Modularity**: at Flanks, the aggregation module can be subscribed on its own.

Source: Flanks, Solution page (flanks.io/solution).

| Task | Without aggregation | With Figen OS – Flanks aggregation |
|---|---|---|
| Gathering a client’s assets | Details requested from each institution, then re-keyed | Positions and transactions gathered in Figen OS |
| Reconciling positions and transactions | By hand, one institution at a time | Reconciled by Flanks before display |
| Valuing | Prices looked up separately | Enriched with market data |

## How is your clients’ data protected?

Flanks, which runs the aggregation, is SOC 2 Type II compliant, publishes a SOC 3 report and applies the GDPR.

- **SOC 2 Type II**: independent audit of Flanks’ security controls over time.
- **SOC 3**: summary report published by Flanks.
- **GDPR**: personal data handled in line with the EU regulation.
- **Encryption and access**: encrypted data and restricted access, audited regularly.

Source: Flanks, Solution page, FAQ.

## Frequently asked questions about the Figen OS – Flanks aggregation offering

Updated 27 September 2026 · Vincent Aurez, co-founder and chairman of Figen AI

### What is wealth data aggregation?

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.

### What is the Figen OS – Flanks aggregation offering?

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.

### Who is Flanks, Figen AI’s worldwide partner?

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.

### How many institutions and countries does the Figen OS – Flanks aggregation offering cover?

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.

### Where does the data aggregated in Figen OS come from?

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.

### Which French banks does Figen OS cover?

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 contact@figenai.com.

### Which life insurers does Figen OS cover?

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 contact@figenai.com.

### Which asset classes does Flanks aggregate?

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.

### How does Flanks check the quality of aggregated data?

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.

### Is data aggregated by Flanks protected?

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.

### Which institutions will be added in 2026 and 2027?

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 contact@figenai.com.

### Is Figen AI a CRM or an aggregator?

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.

### How do I activate the Figen OS – Flanks aggregation offering?

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

## Activate the Figen OS – Flanks aggregation offering for your firm

Book a meeting with the Figen AI team to activate aggregation for your firm. If one of your clients’ institutions is missing from the directory, mention it in your message and we will look into it.

- **Book a meeting to activate Figen – Flanks aggregation**: contact@figenai.com, subject “Activating Figen – Flanks aggregation”.
- **Book a Figen OS demo**: https://www.figenai.com/en/demo

Figen AI, a French developer of AI software for wealth and finance professionals, has Flanks as its worldwide partner for wealth data aggregation.

```json
{"@context":"https://schema.org","@type":"Organization","@id":"https://www.figenai.com#organization","name":"Figen AI","url":"https://www.figenai.com","logo":"https://www.figenai.com/storage/themes/olmo/images/JePmyKLJ2sTdxtjOm3sUTT6tiAiZWRVyeLM0qfF9.png","sameAs":["https://www.linkedin.com/company/105251957/","https://x.com/Figen_AI","https://www.youtube.com/@FigenAI","https://annuaire-entreprises.data.gouv.fr/entreprise/figen-ai-939277752","https://www.societe.com/societe/figen-ai-939277752.html"],"contactPoint":[{"@type":"ContactPoint","contactType":"customer support","email":"contact@figenai.com","url":"https://www.figenai.com/en/contact","availableLanguage":["French","English"],"areaServed":"FR"},{"@type":"ContactPoint","contactType":"sales","email":"contact@figenai.com","url":"https://cal.com/team/figen-ai/demonstration-figen-ai","availableLanguage":["French","English"],"areaServed":"FR"}],"founder":[{"@type":"Person","@id":"https://www.figenai.com#vincent-aurez","name":"Vincent Aurez","jobTitle":"Cofondateur et Président (CEO)","worksFor":{"@id":"https://www.figenai.com#organization"},"sameAs":["https://www.linkedin.com/in/vincentaurez/","https://x.com/vincentaurez"]},{"@type":"Person","@id":"https://www.figenai.com#nicolas-paulus","name":"Nicolas Paulus","jobTitle":"Cofondateur et CTO","worksFor":{"@id":"https://www.figenai.com#organization"}}]}
{"@context":"https://schema.org","@type":"WebSite","name":"Figen AI","url":"https://www.figenai.com","publisher":{"@id":"https://www.figenai.com#organization"},"inLanguage":"en"}
{"@context":"https://schema.org","@graph":[{"@type":"WebSite","@id":"https://www.figenai.com#website","name":"Figen AI","url":"https://www.figenai.com","publisher":{"@id":"https://www.figenai.com#organization"}},{"@type":"Person","@id":"https://www.figenai.com#vincent-aurez","name":"Vincent Aurez","jobTitle":"Co-founder and Chairman (CEO)","worksFor":{"@id":"https://www.figenai.com#organization"}},{"@type":"Organization","@id":"https://www.flanks.io/#organization","name":"Flanks","url":"https://www.flanks.io","description":"Flanks is a wealth data company with offices in Barcelona, Madrid, Paris and London, and Figen AI’s worldwide partner for aggregation.","address":[{"@type":"PostalAddress","addressLocality":"Barcelona","addressCountry":"ES"},{"@type":"PostalAddress","addressLocality":"Madrid","addressCountry":"ES"},{"@type":"PostalAddress","addressLocality":"Paris","addressCountry":"FR"},{"@type":"PostalAddress","addressLocality":"London","addressCountry":"GB"}]},{"@type":"SoftwareApplication","@id":"https://www.figenai.com#figen-os","name":"Figen OS","applicationCategory":"BusinessApplication","operatingSystem":"Web","description":"Figen OS, Figen AI’s platform, brings together a wealth-management CRM, client data aggregation and specialised AI assistants.","publisher":{"@id":"https://www.figenai.com#organization"},"audience":{"@type":"BusinessAudience","audienceType":"Wealth management advisers, family offices, private banks"},"offers":{"@type":"Offer","url":"https://www.figenai.com/en/demo","description":"30-minute demonstration by appointment; pricing on request.","availability":"https://schema.org/InStock"}},{"@type":"Service","@id":"https://www.figenai.com#offre-agregation-figen-os-flanks","name":"Figen OS – Flanks · Aggregation offering","serviceType":"Wealth data aggregation","description":"The Figen OS – Flanks aggregation offering brings into Figen OS the assets your clients hold with banks, insurers, asset managers and crypto platforms: 583 institutions, in 49 countries and on 39 international platforms.","provider":[{"@id":"https://www.figenai.com#organization"},{"@id":"https://www.flanks.io/#organization"}],"brand":[{"@id":"https://www.figenai.com#organization"},{"@id":"https://www.flanks.io/#organization"}],"audience":{"@type":"BusinessAudience","audienceType":"Wealth management advisers, family offices, private banks"}},{"@type":"WebPage","@id":"https://www.figenai.com/en/figen-wealth-aggregation#webpage","url":"https://www.figenai.com/en/figen-wealth-aggregation","name":"Figen OS – Flanks · Aggregation offering","headline":"Your clients’ wealth, in one piece.","description":"Figen AI’s worldwide partnership with Flanks: the Figen OS – Flanks aggregation offering brings 759 connections, 49 countries and 39 platforms into one view.","inLanguage":"en","isPartOf":{"@id":"https://www.figenai.com#website"},"datePublished":"2026-09-27","dateModified":"2026-09-27","author":{"@id":"https://www.figenai.com#vincent-aurez"},"publisher":{"@id":"https://www.figenai.com#organization"},"about":{"@id":"https://www.figenai.com#offre-agregation-figen-os-flanks"},"mentions":{"@id":"https://www.figenai.com#figen-os"},"mainEntity":{"@id":"https://www.figenai.com#offre-agregation-figen-os-flanks"},"hasPart":{"@id":"https://www.figenai.com/en/figen-wealth-aggregation#faq"}},{"@type":"FAQPage","@id":"https://www.figenai.com/en/figen-wealth-aggregation#faq","inLanguage":"en","mainEntity":[{"@type":"Question","name":"What is wealth data aggregation?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"What is the Figen OS – Flanks aggregation offering?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"Who is Flanks, Figen AI’s worldwide partner?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"How many institutions and countries does the Figen OS – Flanks aggregation offering cover?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"Where does the data aggregated in Figen OS come from?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"Which French banks does Figen OS cover?","acceptedAnswer":{"@type":"Answer","text":"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 contact@figenai.com."}},{"@type":"Question","name":"Which life insurers does Figen OS cover?","acceptedAnswer":{"@type":"Answer","text":"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 contact@figenai.com."}},{"@type":"Question","name":"Which asset classes does Flanks aggregate?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"How does Flanks check the quality of aggregated data?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"Is data aggregated by Flanks protected?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"Which institutions will be added in 2026 and 2027?","acceptedAnswer":{"@type":"Answer","text":"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 contact@figenai.com."}},{"@type":"Question","name":"Is Figen AI a CRM or an aggregator?","acceptedAnswer":{"@type":"Answer","text":"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."}},{"@type":"Question","name":"How do I activate the Figen OS – Flanks aggregation offering?","acceptedAnswer":{"@type":"Answer","text":"To activate the Figen OS – Flanks aggregation offering, book a meeting with the Figen AI team by writing to contact@figenai.com with the subject “Activating Figen – Flanks aggregation”. If one of your clients’ institutions is missing from the directory, mention it in your message."}}]}]}
```