consolidated reporting
Consolidated reporting. Every asset, every custodian, reported your way.
Flanks turns data from every custodian, entity and asset class into branded reports and live dashboards. Choose the report type that best fits your client portfolios, and spend less time compiling and more time advising.
From scattered wealth data to branded, client-ready reports
Discover how Flanks turns challenges into outcomes:
challenge
Fragmented wealth data
Client wealth is spread across custodians, entities and asset types, including illiquid ones.
the outcome with flanks
Consolidated client reporting
Every custodian, entity and asset, liquid or illiquid, consolidated into one reporting view.
challenge
Time-consuming manual reporting
Compiling each client report by hand takes days of reconciling, formatting and checking figures.
the outcome with flanks
Automated reporting and dashboards
Client-ready reports and dynamic dashboards, generated from reusable templates without adding headcount.
challenge
Static, generic reports
Static PDFs are out of date once sent, and generic third-party reports look like everyone else's.
the outcome with flanks
Dynamic, branded reports
Live dashboards and white-labelled reports in your logo, colours and fonts, with every figure up to date.
challenge
Limited analytical depth
Generic reporting can't match the depth of analysis your firm's clients expect.
the outcome with flanks
Tailored client insights
Fit-for-purpose reports that give your clients the depth of analysis they expect.
OUR SOLUTIONS
How Flanks simplifies and automates consolidated reporting
Every report built on one trusted source of wealth data with your own taxonomy
Positions, transactions and holdings from a growing network of 700+ custodians are aggregated and normalised to the Flanks Data Model, including illiquid assets, private markets and real estate.
Four report levels to match your firm's needs
- Snapshot: a consolidated, position-based view
- Valuation: Snapshot, plus priced positions, market data and look-through
- Performance: adds performance and risk metrics, plus private markets and illiquid assets
- Global Asset Analysis: Performance, plus monthly middle-office hours for advanced customisation
Live dashboards and branded PDF reports
In the Portfolio Analytics Tool, build decision-ready reports with charts, KPIs and portfolio breakdowns, explore data through custom filters, and customise views for each client's portfolio structure.
Look-through to true exposure across every fund and mandate
Funds and mandates are expanded into their underlying holdings, so reports show real exposure by sector, geography, currency, and asset class, and flag concentration risk early.
Looking for client-ready reports at the level of detail your firm needs?
Talk to us about consolidated reporting.
Who it’s for
Who uses consolidated reporting?
Banks and private banks
Your clients' wealth sits with you and with other institutions. Flanks consolidates it into reports and dashboards carrying only your brand, so that your customers see the full picture in a single view.
Wealth Managers and IFAs
As your client base grows, bespoke reports for every client stop scaling. Flanks generates branded, client-ready reports from reusable templates, with look-through into funds, so you spend time advising instead of formatting.
Family offices
Family wealth spans holding companies, properties and funds, often tracked in separate spreadsheets. Flanks consolidates every entity and asset, liquid and illiquid, into white-labelled reports the family can read at a glance.
Fintechs and platforms
Your users want one view of everything they own. Flanks delivers consolidated, enriched wealth data via API or as white-labelled dashboards, so you launch reporting features without building the data layer yourself.
Asset Managers
Reporting across custodians and mandates shouldn't mean rebuilding spreadsheets each month. Flanks consolidates positions and performance into client-ready reports, with look-through to underlying holdings and consistent classifications across every portfolio.
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.