The AI wealth data platform for complex portfolios

It eliminates the manual work that wealth managers undergo to consolidate their clients' global asset data ensuring the security and quality of the data.

We approach wealth data aggregation holistically. This means we work with agnostic data aggregation methodologies that makes it possible to work with financial and non-financial wealth. Therefore, we automatically track wealth data no matter where it comes from, so you can focus on creating effective strategies for your clients, using high-quality data.

Your clients trust you to provide clear insights into their wealth, but when their assets are spread across different institutions, countries, currencies, and asset classes, it becomes a monumental task. With technology, Flanks can automate the entire process—data aggregation, validation, and enrichment with market information—so your team doesn't have to spend time on manual tasks anymore.

Our team of technology ensures that the information reaches the wealth manager only after it has been validated, reconciled, and enriched with contextual data, so it's ready to use. Additionally, our finance experts can review data to ensure data high standards.

We cover all asset classes, including financial, alternative assets, and liabilities worldwide—such as real assets, cryptocurrencies, and more—from any global financial institution.

We maintain the highest security standards as regulated Account Information Service Providers (AISP), ensuring compliance with GDPR (Europe), LGPD (Brazil), and undergoing frequent audits. Our security measures include SOC Type 2, SOC 3 and PSD2 compliance, data encryption, stringent access controls, and routine security assessments.

Yes. Flanks Aggregate is our core module — the foundation that ensures the highest quality of wealth data and enables premium wealth management. You can choose to use Flanks Aggregate on its own, or combine it with Flanks Lume for enhanced enrichment, analysis, and reporting.