solutions
Wealth data infrastructure for every stage of the wealth journey.
Wealth data is spread across institutions, borders, currencies, and formats. Flanks brings it together into one trusted source, ready to power advice, AI tools, and a complete 360° view of wealth.
Data aggregation
Wealth data aggregation from 700+ institutions
Flanks brings together wealth data from 700+ institutions worldwide, covering all asset types across different connection methods. Custom integrations for unsupported sources ensure that data is consolidated into one consistent and reliable layer.
connect
Connections Management
Flanks Platform gives you real-time visibility into every custodian connection, from setup to daily operation.
- Monitor the status of every connection in real time, and drill down to product and transaction-level detail for each one.
- Create new connections and export data from one centralised place.
- Track Letters of Authority throughout the authorisation process.
Visibility across all types of wealth
Flanks provides a comprehensive view of financial, liability, and non-financial assets, giving advisers and their clients a complete picture of wealth and supporting more informed decisions.
Financial assets
Cash & deposits
Commodities
Derivatives
Digital assets
Equities
Fixed income
Funds & ETFs
Life & unit-linked insurance
Pensions
Private market
Private debt
Venture capital
Private equity
Real estate
Structured products
Liabilities
Credit lines
Lombard loans
Mortgages
Other loans
Non-financial assets
Art and collectibles
Vehicles
Real estate
EXTRACT
Wealth data extraction from multiple sources
API
Access data through secure APIs authorised by the client’s institutions. Token-based authentication enables secure, frequent, real-time updates.
Data feeds
Structured data files delivered directly by institutions via secure FTP. Encrypted, institution-authorised source. Automated, recurring delivery.
eBanking
Access by logging into the client's platform using Flanks or client credentials. Secure, encrypted authentication. Real-time, high-granularity data.
PDF ingestion
Data extracted from standard PDFs issued by financial entities. Automated processing enables reliable, recurring data delivery.
Manual upload
One-off data uploaded using Flanks-provided templates. A simple way to include assets that cannot be connected automatically.
Compliant with regulation & industry standards
Aggregation that meets the regulatory and data exchange requirements of the markets we operate in. Flanks is regulated as an AISP by the Bank of Spain and compliant with applicable regulations, including PSD2, MiFID II and GDPR, while preparing for FIDA. We adhere to industry data exchange standards such as FDX or penelop.
EDX — European Data Exchange
Setting a new standard for financial data exchange in Europe
Launched by Flanks and finReg360, EDX is a common framework for secure exchange of financial position data between European financial institutions, wealth managers and advisory firms, helping make financial data more interoperable and AI-ready across Europe.
Data normalisation
Wealth data normalisation and reconciliation
Flanks standardises and reconciles wealth data from different custodians, helping identify discrepancies and maintain consistent, reliable portfolio information.
RECONCILE
Reconciliation Tool
The Reconciliation Tool enables users to review reconciliation processes, identify discrepancies and investigate incidents through guided analysis. Users can review matched transactions, make adjustments and maintain full traceability.
- Automatic position reconciliation: Automatically reconciled against validated initial positions, across multiple custodians.
- Continuous investment cash reconciliation: Transactions re-evaluated in real time as new data arrives.
- Daily operational reconciliation: Transactions and cash movements reconciled daily (D-1), with cross-validation between investment transactions and cash flows.
- Full control when it matters: Edit transactions or create traceable adjustments, with guided incident analysis.
data enrichment
From raw positions to enriched portfolio data
Flanks enriches positions with market data from leading providers such as SIX and Morningstar, giving portfolio data the context needed for reporting and analysis.
ENRICH
Every position, supplemented with the data required for reporting
Security and market pricing
Static instrument details, identifiers such as ISIN, and current prices or yields.
Risk and performance metrics
Risk-adjusted returns, factor sensitivity, volatility, and valuation metrics such as Alpha, Beta, Sharpe Ratio, and more.
Asset allocation
Portfolio composition across equity and fixed income, by asset class, sector, style box, credit rating, and more.
ESG, regulatory and currency
Sustainability classifications (SFDR, EU Taxonomy), regulatory risk scores (PRIIPs SRI) and currency exposure by asset.
delivery
Flexible wealth data delivery
Access and deliver your wealth data through the method that best fits your technology stack, from direct API connections to AI tools and the Flanks Platform.
API
Your Flanks data, accessible on demand via direct API connection.
MCP
Your Flanks data, securely connected to any AI tool you already use. No exports, no friction.
Flanks Platform
Export your data directly through the Flanks Platform.
FLANKS PLATFORM
From data to action
With data ready to use, the Flanks Platform turns it into reporting, dashboards, and advanced analytics. Modular, secure, AI-ready, and fully brandable.
Portfolio Analytics Tool
Flanks gives advisers a consolidated view of client wealth, ready for every meeting.
- Wealth reporting: Create decision-ready reports with charts, KPIs and portfolio breakdowns, fully white-labelled and tailored to your portfolios.
- Dynamic dashboards: Explore complex wealth data through custom filters and interactive views.
- Family structure access:Customise family structures and reporting views to reflect each client’s unique wealth organisation and relationships.
AI Financial Analyst
Flanks AI Financial Analyst turns client wealth data into consistent analysis, insights, and reports.
- Templated AI workflows: Query complex family structures and multi-portfolio data, and get consistent analysis with tables, interactive charts and real-time insights.
- Wealth data engine: Access a unified view of group-level aggregation, ownership weighting, regional and sector exposure, and more.
- Purpose-built for wealth management: Flanks’ models run in a secure, controlled cloud environment, grounded in your clients’ data
Flanks AI Podcast
Turn every client portfolio into a personalised audio briefing.
- Deliver a tailored podcast for every client: Based on their portfolio, featuring only the markets, issuers and instruments they hold.
- Fully white-labelled: Customise branding, narration, length and language with a reusable template across your entire client base.
- Automate client briefings at scale: While maintaining a consistent, high-quality experience across your entire book.
Financial Simulator
Project client wealth under any market scenario.
- Define assets and configure scenarios: interest rates, inflation, and market behavior.
- Run the simulation and explore results instantly, with fully customisable charts.
- Download a client-ready report to share the outcome.
Flanks gives you the clarity to manage wealth: flexible, secure, and AI-ready.
AI-Powered
Trusted wealth data, ready for AI
Flanks provides a consistent data layer for AI-powered workflows, whether connected through MCP to existing AI tools or through purpose-built experiences such as the AI Financial Analyst.
MCP
Bring Flanks wealth data into the AI tools you already use, giving them secure access without building separate integrations.
AI Financial Analyst
Transform portfolio data into consistent analysis, insights and reports through purpose-built AI workflows.
Leading AI ecosystems
Connect your existing AI environments to Flanks, including Claude through Anthropic’s connector ecosystem and Perplexity.
Security & Compliance
Confidence at every layer
Flanks provides secure, compliant wealth data infrastructure with strong data sovereignty at every layer.
EU-licensed AISP
Operating under the EU's PSD2 framework as a registered Account Information Service Provider (Bank of Spain, reg. no. 6920)
Regulated and compliant
PSD2, MiFID II, and GDPR compliant, subject to regular independent audits.
Secure by design
End-to-end encryption, strict access controls, and regular security audits at every layer.
EU data residency
All wealth data stored and processed within the EU, under European data governance standards.
Secure cloud deployment
AI capabilities designed and operated in a secure cloud environment.
Plans
Find the plan that fits your data, reporting, and analytics needs. For complex or high-volume operations, talk to our team about a tailored Enterprise plan.
Aggregate
- Data connectivity only
- Data aggregation
- Connections Management
- Flanks API & MCP
Aggregate + Flanks Platform
- Data connectivity + Flanks Platform
- Data aggregation
- Connections Management
- Flanks model taxonomy
- Reconciliation Tool
- Flanks API & MCP
Snapshot
- Aggregated wealth data report
- Data aggregation
- Connections Management + Snapshot report
- Flanks model taxonomy
- Reconciliation Tool
- Flanks API & MCP
- Custom branding
Valuation
- Snapshot report + Priced positions, market data enrichment, and look-through analysis
- Data aggregation
- Connections Management + Portfolio Analytics Tool
- Flanks model taxonomy + Custom taxonomy
- Reconciliation Tool
- Market data & analytics
- Flanks API & MCP
- Custom branding
Add-on:
- Financial Simulator
Performance
- Valuation report + Performance analytics across all asset types
- Data aggregation
- Connections Management + Portfolio Analytics Tool
- Flanks model taxonomy + Custom taxonomy
- Reconciliation Tool
- Market data & analytics
- Performance analytics
- Flanks API & MCP
- Custom branding
Add-on:
- AI Financial Analyst
- Financial Simulator
Global Asset Analysis
- Performance report + Middle office services (20 hours monthly)
- Data aggregation
- Connections Management + Portfolio Analytics Tool + Middle Office Hours
- Flanks model taxonomy + Custom taxonomy
- Reconciliation Tool
- Market data & analytics
- Performance analytics
- Flanks API & MCP
- Custom branding
Add-on:
- AI Financial Analyst
- Financial Simulator
