Multi-custody data aggregation
Multi-custody wealth data aggregation. One access layer, every method.
Wealth data lives across custodians that each share it differently: API, eBanking, data feeds, or PDF reports. Flanks connects on whatever method each one already supports, working alongside your advisers and clients, and turns it into one clean, enriched wealth data layer for reporting and advisory.
From scattered custodian data to one wealth data infrastructure
Discover how Flanks turns challenges into outcomes:
challenge
Scattered wealth data
Client wealth spans more custodians, asset types and markets every year, and coverage has to keep up.
the outcome with flanks
One complete wealth picture
Every client's wealth picture in one place, wherever their assets are held, from private equity to real estate and art.
challenge
Inconsistent data formats
Every custodian shares data differently, in its own format, codes and pricing conventions.
the outcome with flanks
Ready-to-use data
Consistent, validated wealth data your team can use straight away, without rebuilding it by hand.
challenge
Security & compliance
Wealth data must stay secure and compliant with strict regulatory and data exchange requirements.
the outcome with flanks
Built for secure, compliant scaling
Client data handled to institution-grade security and compliance requirements, so your team can scale with confidence.
challenge
Data that limits AI
Fragmented data can't reliably power AI tools or reach every team in the format they need.
the outcome with flanks
AI-ready wealth intelligence
One AI-Ready dataset that powers your AI tools, reporting and advisory.
OUR SOLUTIONS
How Flanks simplifies and automates data aggregation
A growing network of 700+ custodians, covering every asset type
Most client portfolios span custodians Flanks already connects to, across Europe and beyond. 360° wealth coverage, including listed securities, private equity, real estate, art, liabilities, and more.
Data extraction across every methodology
We combine methods and keep connections live as custodians change formats:
- API
- Data feeds
- eBanking
- Report ingestion
- Manual upload
Mapped, validated, enriched and delivered however your teams work
Every source is mapped into one consistent data model, validated and enriched as required, then delivered via:
- API
- MCP
- Flanks Platform
- Custom CSV exports for your PMS or CRM
Regulated, compliant and secure by design from day one
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.
Want to connect every custodian without building it yourself?
Talk to us about multi-custody data aggregation.
Who it’s for
Who uses multi-custody wealth data aggregation?
Banks and private banks
Your clients hold assets across multiple custodians, creating blind spots for advisers. Flanks aggregates their wealth and connects with your existing systems, without replacing them.
Wealth Managers and IFAs
Every client can have a different mix of custodians and data sources. Flanks brings them together, reducing the time spent reconciling formats so your team can focus on client advice.
Family offices
Family wealth spans multiple entities and asset types, from holding companies and funds to real estate and art. Flanks brings data from every custodian and entity into one consolidated view.
Fintechs and platforms
The right data infrastructure is essential to building AI tools, CRMs and PMS platforms. Flanks provides it via API, so your team can focus on product while we handle the data layer.
Asset Managers
Wealth data can be fragmented across custodians and markets, making a single view difficult to achieve. Flanks connects to the data available from each custodian, with aggregation, reporting and enrichment to fit your needs.
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.