Wealth data infrastructure for banks and private banks
Advisers who can't see everything can't advise on everything. Flanks gives banks and private banks a complete view of every client's wealth, including assets held at other institutions. It plugs into the systems you already run, so you can grow AUM, deepen relationships and serve more clients without growing headcount.
The data challenges facing banks and private banks
Every client represents more opportunity than you can see today.
Blind spots cost you growth and relationships
You only see part of each client's wealth, so cross-sell, lending and advisory opportunities go unnoticed.
Client data arrives late and inconsistent
Manual consolidation keeps advisers focused on assembling data instead of advising clients.
Your tech stack is already complex
Any new data provider has to fit in, not replace what you run.
One data layer has to serve every client
From UHNW individuals to institutions and family offices.
Your AI roadmap needs clean data
Sensitive client data has to stay under your control on the way there.
OUR SOLUTIONS
How Flanks powers banks and private banks
Flanks fits into your existing stack as one wealth data infrastructure layer, so advisers see more and teams spend less time on manual work:
All client wealth, wherever it's held
Flanks connects to a growing network of 700+ institutions and covers every asset class, including private markets, so every client's wealth sits in one live view.
Data your advisers and compliance trust
Every data point is normalised, validated and enriched, with positions and cash flows reconciled and every discrepancy fully traceable.
Delivered directly into your systems
Feed core banking, portfolio or CRM systems via API, Claude or Perplexity via MCP, or use the Flanks Platform.
Clean data for your AI roadmap
Reliable AI starts with reliable data. Flanks delivers clean, reconciled data to power the AI Financial Analyst, Flanks AI Podcast and your own AI roadmap.
Show the impact before clients decide
Model scenarios on each client's complete wealth, held-away assets included, so advisers can compare options and show a proposal's impact.
Turn held-away wealth into revenue
Extend mandates to external assets, win net new money, size Lombard lending against outside collateral and profitably serve €5–20M clients.
Security and compliance for banks
Advice in clients’ best interest starts with seeing the full portfolio. 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.
Your biggest growth reserve is the wealth your clients hold somewhere else.
Book a 30-minute session on the held-away potential in your own book.
USE CASES
Where banks use Flanks
From multi-custody data aggregation to AI-driven insights, see how banks use Flanks to solve real challenges and unlock greater control, transparency and efficiency.
Multi-Custody Data Aggregation
Every institution your clients use, including held-away assets, in one live view.
Consolidated Reporting
Reports under your brand that cover each client's full wealth, not just what they hold with you.
Wealth Intelligence and Analytics
Wallet share, exposure and performance across each client's complete portfolio.
AI-Ready Wealth Data
Clean, reconciled client data for the AI Financial Analyst and your own AI roadmap.
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.
TESTIMONIALS
What our bank clients say about Flanks
GlobalView, the global financial positions aggregator for CaixaBank's Wealth Management clients, represents a milestone in the banking sector, as it allows our independent advisory clients to take ownership of the information held by the financial institutions they work with. CaixaBank Wealth Management is proud to count on Flanks to offer a solution that brings complete visibility to their total wealth picture - consolidated, current, and entirely under their control.
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.