PRIVATE MARKETS AND ALTERNATIVES
Private markets and alternatives. Liquid and illiquid wealth, in one view.
Private equity, real estate, private debt and art rarely come with an automated data feed. Flanks brings them into the same data model as your listed assets, through report ingestion and manual upload, so you get a 360° view of each client's wealth.
From PDFs and spreadsheets to a complete wealth picture
Discover how Flanks turns challenges into outcomes:
challenge
Disconnected assets
Private equity, real estate and art sit outside custody systems, with no automated feed to connect to.
the outcome with flanks
A complete wealth overview
Illiquid and non-financial assets included in the client's wealth picture, alongside every custodied position.
challenge
Manual processing of private markets data
Private markets data arrives as quarterly statements and capital call notices, processed by hand.
the outcome with flanks
Automated data structuring
Statements and capital calls turned into structured data, with NAV updates and distributions tracked over time.
challenge
Hard-to-verify asset valuations
Private equity and real estate valuations leave almost no room for error, yet are hard to verify.
the outcome with flanks
Reliable asset valuations
Validated, reconciled valuations your team can rely on in front of clients.
challenge
Incomplete wealth reporting
Reports that leave out illiquid holdings give clients an incomplete picture of their wealth.
the outcome with flanks
Performance across all asset types
Reports and dashboards reflecting total wealth, liquid and illiquid, with performance across every asset type.
OUR SOLUTIONS
How Flanks simplifies and automates private markets data
Report ingestion and manual upload as first-class data sources
Where no digital connection exists, Flanks extracts data from PDF statements issued by financial entities, or loads it through Flanks-provided templates, alongside API, datafeed and eBanking connections.
Every asset type, mapped into one data model
Private markets (private equity, private debt, venture capital) and non-financial assets (real estate, art and collectibles, vehicles) follow the same data model as listed holdings, feeding the same reports.
Ready to review the moment it's loaded
Uploaded data goes straight into the client’s wealth view with the right structure, so your team can review and verify each position in the Portfolio Analytics Tool. Dedicated middle-office support is available depending on the level of customisation required.
Performance and reporting across liquid and illiquid assets
Track performance across all asset types in the Portfolio Analytics Tool, and follow capital calls, NAV updates and distributions through reporting and the AI Financial Analyst.
Need a full 360° wealth view, including private markets and alternatives?
Talk to us about covering every asset your clients hold.
Who it’s for
Who uses private markets and alternatives data?
Banks and private banks
High-net-worth clients hold private equity and real estate your systems don't see. Flanks brings these assets into the client's wealth view, so advisors work from their total wealth, including what sits outside the bank.
Wealth Managers and IFAs
Clients with property or private investments expect them in their review, but tracking them in spreadsheets takes time. Flanks brings them into the same reports as listed assets, so every review covers total wealth.
Family offices
Family wealth often sits as much in private equity, property and art as in bank accounts. Flanks brings these holdings into the same view as custodied assets, across every entity in the family structure.
Fintechs and platforms
Your users want property, private investments and collectibles alongside their portfolios. Flanks delivers illiquid and non-financial assets in the same data model via API, so your product shows complete net worth without extra integrations.
Asset Managers
Private markets allocations are often reported separately, through quarterly statements. Flanks ingests them into the same data model as listed holdings, so exposure and performance cover the whole portfolio, liquid and illiquid.
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.