Flanker

Flanker AI is transforming due diligence in wealth management by providing cutting-edge AI-driven software that helps financial organizations comply with Canadian CIRO Rule 3300 and Rule 3400. Our platform streamlines ongoing due diligence for every security, reducing time and effort by over 90% through advanced automation. With Flanker AI, wealth management firms can implement a consistent, scalable, and compliant investment review process across all advisor teams. Advisors benefit from reduced workloads and improved accuracy, allowing them to focus on what matters most—their clients. By leveraging AI monitoring and automated target price calculations, Flanker AI also empowers advisors to strategically reduce non-core securities, ultimately enhancing portfolio quality and client satisfaction.

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