Wealth data infrastructure for wealth managers and IFAs
Your clients hold assets across banks, brokers, insurers and private markets, and every institution reports differently. Flanks gives wealth managers and IFAs one complete, up-to-date view of every client's wealth, connected to the setup you already work with. Serve more clients and keep your advice bespoke, without adding to your back office.
The data challenges facing wealth managers and IFAs
More clients shouldn't mean more manual work.
Every new client adds custodians and formats
Collecting positions by hand takes time away from clients.
Fully bespoke reporting doesn't scale.
A growing client base needs a consistent format that still feels personal.
Funds hide what clients actually own
Without look-through, exposure analysis stays incomplete.
Integrations haven't always delivered
Broken connections mean double-checking and manual work anyway.
Complex holdings are the hardest to cover
Alternatives, real estate and private credit are the first gaps clients notice.
OUR SOLUTIONS
How Flanks supports wealth managers and IFAs
Flanks works as the data layer behind your practice and adapts to the way you already work, so your team spends its time on advice:
One view across custodians and asset classes
Flanks connects to a growing network of 700+ institutions via API, feeds, eBanking or PDF, covering alternatives too, with every connection monitored.
Trusted data, down to every fund holding
Every position is normalised and reconciled, then enriched with SIX and Morningstar data, including fund look-through, for the full exposure picture.
Client-ready reports, under your brand
Turn consolidated wealth into white-label reports and dashboards, in one consistent format, with family structures and multi-entity holdings covered.
Analysis and meeting prep, on demand
Ask the AI Financial Analyst about any portfolio for consistent analysis, backed by your clients’ data.
Your wealth data, wherever you work
Connect Flanks to Claude or Perplexity via MCP and securely access your full wealth data layer without exports, manual preparation or separate integrations.
Your client portfolios as a podcast
Turn every portfolio into a personalised audio briefing covering only the markets, issuers and instruments your clients hold.
Security and compliance for wealth managers
Few independent firms can vet every data provider themselves, so trust has to come built in. 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 to serve more clients without growing your back office?
Talk to us to see how Flanks fits your practice.
USE CASES
Where wealth managers use Flanks
From multi-custody data aggregation to AI-driven insights, see how wealth managers use Flanks to solve real challenges and unlock greater control, transparency and efficiency.
Multi-Custody Data Aggregation
Every custodian your clients use, connected in one view.
Consolidated Reporting
White-label reports across every account and asset class, ready for each client meeting.
Wealth Intelligence and Analytics
Fund look-through, exposure and performance across each client's full wealth.
AI-Ready Wealth Data
Query client portfolios securely, in the AI Financial Analyst or your own AI tools.
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 wealth managers say about Flanks
In wealth management, everything starts with reliable data. Flanks gives us a consolidated, up-to-date view of our clients' portfolios across all their banks, which we trust as the foundation for our reporting, our controls and our day-to-day advice.
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.