ai-ready wealth data
AI-ready wealth data. Reliable AI starts with trusted data.
Every AI answer depends on the data behind it. Flanks aggregates, normalises and enriches wealth data across custodians into one validated foundation, so your AI tools deliver insight your advisers can trust and act on.
From fragmented wealth data to an AI-ready foundation
Discover how Flanks turns challenges into outcomes:
challenge
Unreliable AI output
AI tools built on fragmented data give unreliable answers.
the outcome with flanks
Trusted AI answers
One reconciled data layer, before data reaches any AI tool.
challenge
Fragmented wealth data
Wealth data is siloed across custodians, entities and formats.
the outcome with flanks
Unified wealth data
Aggregated data from a growing network of 700+ custodians, normalised into one data model.
challenge
Outdated insights
Stale or unpriced positions make AI insight outdated.
the outcome with flanks
Current, enriched data
Up-to-date data, enriched with market data.
challenge
Complex AI integrations
Every new AI tool means building another integration.
the outcome with flanks
API or MCP ready
Wealth data delivered via API or MCP, into Claude, Perplexity and more.
OUR SOLUTIONS
How Flanks makes wealth data AI-ready
One validated, high-quality data foundation
Positions, transactions and holdings from 700+ custodians are aggregated, mapped to the Flanks Data Model and reconciled daily. Every AI workflow starts from the same consistent, traceable source.
AI-driven across the wealth data journey
AI is applied inside the data pipeline itself: structuring custodian data, classifying assets and flagging reconciliation discrepancies. The technology spots the issues and your team validates them, so every AI tool downstream starts from clean data.
Enriched with market context
Data is priced and enriched with Morningstar and SIX market data, with look-through into funds, so AI analysis reflects real, current exposure.
One data layer, several ways to use it
Connect Flanks via MCP to Claude or Perplexity, with ready-made workflows for client reporting, portfolio monitoring and meeting prep. Feed your own AI products via API. Or use the AI Financial Analyst and AI Podcast, Flanks' own workflows for client analysis and personalised updates.
Want AI tools that run on wealth data you can trust?
Talk to us about AI-ready wealth data.
Who it’s for
Who uses AI-ready wealth data?
Banks and private banks
Your AI roadmap needs data your teams can rely on. Flanks feeds your own AI initiatives with reconciled client wealth data from every custodian, processed in the EU, with authorised access and a full audit trail.
Wealth Managers and IFAs
Your clients expect AI-driven insight, but your team shouldn't need AI expertise to deliver it. Flanks connects client data from every custodian to ready-to-use AI workflows, so advisers get consistent analysis in plain language, without building anything.
Family offices
Family wealth spans entities, custodians and illiquid assets. Flanks brings it into the AI tools your team already uses via MCP, and gives each family member a personalised portfolio podcast generated from their own data.
Fintechs and platforms
Your AI features are only as good as the data underneath. Flanks delivers high-quality, normalised, enriched wealth data from 700+ custodians via API or MCP, so your team builds AI products instead of data pipelines.
Asset Managers
AI only adds value once the data is consistent. Flanks starts with aggregation and reconciliation, then adds enrichment and AI-driven analysis when your portfolios need it, all on the same validated data foundation.
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.
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.