Family office wealth management
Family wealth is spread over banks, brokers, and private markets, across entities, jurisdictions, and generations. Flanks helps single and multi-family offices bring it all together into one automated, 360° view of liquid and illiquid assets, with reports, dashboards and family structures tailored to your needs. Manual work is significantly reduced, while any remaining inconsistencies are resolved by our own financial experts.
The data challenges facing family offices
Consolidating family wealth is one thing. Trusting the data is another.
Family wealth spans multiple institutions
Different data models and formats make it time-consuming to build a complete, reliable picture of family wealth.
Alternative assets are hard to consolidate
Private equity, real estate, art and other illiquid assets often sit outside traditional custody, complicating consolidated reporting.
Wealth data rarely arrives clean
Without proper normalisation, validation and reconciliation, wealth data remains unreliable.
Your reports should reflect your brand
Many off-the-shelf tools make it hard to deliver reports and dashboards under your own brand.
Succession planning needs a complete picture
Without visibility across the family's assets and structures, transitions become guesswork.
OUR SOLUTIONS
How Flanks simplifies family office wealth management
Flanks acts as an automated middle office layer for single and multi-family offices alike, so you can manage more complexity without growing your team:
One trusted view of family wealth
Flanks connects to 700+ institutions, ingesting all types of wealth, then normalises it into a trusted 360° view of your family wealth.
Accurate data, automatically reconciled
Reconcile positions and cash flows across custodians, with full traceability to identify and resolve anomalies.
Client-ready reporting, under your brand
Turn complex family structures into branded dashboards and reports, with a complete view from group to individual holder.
AI-powered insights for every family
Analyse multi-entity portfolios, explore scenarios and deliver personalised insights based on each family’s data.
Your wealth data, wherever you work
Connect Flanks to Claude or Perplexity and securely access your wealth data without exports or manual preparation.
Your client's portfolio as a podcast
Turn every client portfolio into a personalised audio briefing covering only the markets, issuers and instruments your client holds.
Security and compliance for family offices
Family offices handle some of the most sensitive data in wealth management. 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.
Ready for a complete, trusted view of family wealth?
Talk to us to see how Flanks fits into your family office.
USE CASES
Where family offices use Flanks
From multi-custody data aggregation to AI-driven insights, see how family offices use Flanks to solve real challenges and unlock greater control, transparency and efficiency.
Multi-Custody Data Aggregation
Every bank and custodian the family uses, reconciled into one view.
Consolidated Reporting
Reports under your own brand, from group level down to each family member.
Private Markets & Alternatives
Private equity, real estate or art, all in the same view as liquid assets.
AI-Ready Wealth Data
Securely query the family's portfolio from the AI tools you already use.
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 family offices say about Flanks
With Flanks, you don’t just have engineers — you have people who’ve worked in the world of private banking. So when I speak in the language of alternative investments, they understand me straight away and know exactly what I’m talking about.
We’ve recently started implementing Flanks, and so far the experience has been very positive. The team has provided close support throughout, demonstrating both professionalism and strong product knowledge. We’re looking forward to starting work with the platform.
Flanks lets us consolidate data from many custodians into one clear report for our clients. The team is responsive and keeps extending connections as our needs grow.
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.