Wealth data infrastructure for asset managers
Your funds and mandates sit across custodians, brokers and private market vehicles, each with its own data model. Flanks gives asset managers one clean, reconciled layer of portfolio data, delivered into your own systems or through the Flanks Platform. Start with what you need today, and add enrichment, analytics and AI as your portfolios grow.
The data challenges facing asset managers
Every investment decision starts with the data behind it.
Data is spread across custodians and administrators
Each one uses its own format and schedule, so consolidation is manual.
Custodial infrastructure varies by market
Some custodians work only with their own products, blocking a single view.
Private markets often sit outside custody
Private equity, private debt and real estate arrive as PDFs and spreadsheets, if at all.
Positions alone aren't enough
Without pricing, risk metrics and fund look-through, analysis stays incomplete.
AI is only as reliable as its data
Fragmented, unreconciled positions produce answers your team can't trust.
OUR SOLUTIONS
How Flanks supports asset managers
Flanks is modular by design. Start with aggregation and reporting, then add enrichment, analytics and AI as your portfolios require it:
One view across custodians and asset classes
Flanks connects to a growing network of 700+ institutions worldwide, with private markets alongside listed assets, and new integrations built by our team.
Clean data in, reliable analysis out
Every position is normalised and reconciled, with every adjustment traceable. Add SIX and Morningstar data for pricing, risk and fund look-through.
Delivered where your team works
Feed your PMS, risk tools or data warehouse via API, connect Claude or Perplexity via MCP, or work in the Flanks Platform. One data layer behind it all.
Portfolio insights on demand
Ask the AI Financial Analyst about any portfolio for consistent analysis in seconds: exposure, concentration and group-level aggregation across funds.
Portfolio analytics across funds and mandates
Explore exposure by asset class, sector, region and currency, and build white-label reports for investors, boards and investment committees.
AI your investment team can rely on
AI is only as good as the data behind it. Flanks aggregates, reconciles and enriches your portfolio data first, so every AI tool you use runs on figures you trust.
Security and compliance for asset managers
Asset managers answer to investors, auditors and regulators, so every figure has to be traceable to its source. Flanks is EU-registered as an AISP under PSD2, holds a SOC 2 Type II report, and has its security independently audited by EY. It operates in line with GDPR and DORA, and its solution supports MiFID II compliance. All data is hosted in the EU, encrypted in transit and at rest, and protected by strict access controls.
Ready for portfolio data you can build on?
Talk to us about where to start, and what to add as you grow.
USE CASES
Where asset managers use Flanks
From multi-custody data aggregation to AI-driven insights, see how asset managers use Flanks to solve real challenges and unlock greater control, transparency and efficiency.
Multi-Custody Data Aggregation
Every custodian your funds use, reconciled into one portfolio view.
Wealth Intelligence & Analytics
Performance, risk and look-through exposure across your funds and mandates.
Private Markets & Alternatives
Private equity, private debt and real estate in the same view as listed assets.
AI-Ready Wealth Data
Query portfolio data securely, in the AI Financial Analyst or in Claude and Perplexity via MCP.
Real client stories, proven use cases
See real examples from our clients.
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Clients
How Flanks compares to other providers
Flanks connects, standardises and enriches wealth data end to end, so your advisory and AI run on data you can trust:
Wealth data aggregation methods
Flanks
Flanks is methodology-agnostic: it aggregates data from 700+ custodians via API, data feeds, eBanking, PDF ingestion or manual upload, plus custom integrations for unsupported sources.
Others
Often rely on a single method, such as data feeds, scraping or open banking APIs, leaving gaps wherever an institution doesn't supply data in that format.
asset coverage
Flanks
Flanks gives a 360° view of everything a client holds: financial assets from equities to private markets, pensions and digital assets, liabilities such as Lombard loans and mortgages, and non-financial assets like real estate, art and collectibles, and vehicles.
Others
Often limited to financial assets, with restricted geographic coverage. Liabilities and non-financial assets are only partly supported, if at all.
Wealth data quality
Flanks
Every input standardised under the Flanks data model, reconciled across custodians and enriched with market data from SIX and Morningstar. Ready for reporting and portfolio analytics, analysis and AI.
Others
Quality varies by provider. Your team often has to validate and reconcile data manually, which takes time and adds risk of error.
Modular wealth data layers
Flanks
Choose the data layer you need (Data Aggregation, Normalisation, or Enrichment) and add more features and tools as required. Delivered via API, MCP or the Flanks Platform.
Others
Often sold as bundled solutions, with little flexibility to choose only what you need.
AI-ready wealth data
Flanks
Clean, reconciled data, securely connected via MCP to any AI tool you already use, or put to work in the AI Financial Analyst or Flanks AI Podcast.
Others
Fragmented, inconsistent data can lead AI tools to give inconsistent answers, and connecting client data to them without proper controls may create security and compliance risks.
Regulation, security and compliance
Flanks
Registered with the Bank of Spain as an AISP (reg. no. 6920). PSD2, MiFID II and GDPR compliant, holder of a SOC 2 Type II report and audited by EY, with all wealth data stored in the EU.
Others
Providers outside the AISP regime are not subject to the same licensing, audit and compliance requirements.
Frequently asked questions
What does Flanks cost and how does the pricing model work?
Flanks offers modular plans (Aggregate, Aggregate + Flanks Platform, Snapshot, Valuation, Performance and Global Asset Analysis) and a tailored Enterprise plan for high-volume operations. Talk to the team for a quote.
How can I integrate Flanks into my existing tech stack or PMS?
Through API. Flanks acts as the data layer under your portfolio management system, CRM and reporting tools, so you integrate without replacing existing systems.
How does Flanks ensure data quality, security and regulatory compliance?
Data is standardised, validated and reconciled automatically, and every figure stays traceable to its source. Flanks is EU-registered as an AISP under PSD2, holds a SOC 2 Type 2 report, is audited by EY and operates in line with GDPR and DORA.
How does Flanks aggregate wealth data across custodians, countries and asset types?
Flanks connects to 700+ custodians in 33+ countries, a network that keeps growing, via API, eBanking, data feeds, PDF reports or manual upload. If one is missing, Flanks builds it. Positions, balances and transactions land in one standardised model across asset types.
Can I start with data aggregation only?
Yes. Flanks works the data in levels (Aggregation, Normalisation, Enrichment), so you can start with aggregation and add more later. Use the data via API, MCP or the Flanks Platform and its features, such as Portfolio Analytics Tool and the Reconciliation Tool. See our plans.
Can I use Flanks data in AI tools like Claude or Perplexity?
Yes. The Flanks MCP connects your clean, reconciled wealth data to the AI tools you already use, including Claude and Perplexity, with secure access and no exports or custom integrations. You can also use the AI Financial Analyst, built into the Flanks Platform.
What problem does Flanks solve?
Flanks solves wealth data fragmentation. Client assets sit across many banks and custodians in different formats, so teams clean and reconcile data by hand. Flanks automates it into one consistent, trusted source.
What is Flanks and what is wealth data infrastructure?
Flanks is a wealth data infrastructure company. It connects, standardises and delivers financial data from banks, custodians and alternative assets, giving wealth institutions one source of truth to scale advisory and AI-driven wealth management.