wealth intelligence and analytics
Wealth intelligence and analytics. Built on the data you already trust.
Flanks runs performance, risk and look-through analytics, scenario simulations and AI-driven portfolio analysis on the same aggregated, enriched data that powers your reporting, so financial advisers stop recalculating metrics by hand and spend more time advising.
From raw positions to decision-ready analysis
Discover how Flanks turns challenges into outcomes:
challenge
Limited portfolio visibility
Aggregated data alone doesn't answer portfolio questions; teams need market context and look-through to analyse it.
the outcome with flanks
Show true exposure
Every position priced and enriched, with funds expanded into underlying holdings to show true exposure.
challenge
Manual calculations and risk analysis
Teams calculate performance and risk metrics themselves from raw transactions, duplicating work every reporting cycle.
the outcome with flanks
Automated calculations and risk analysis
Performance and risk metrics calculated automatically, consistent across every client, portfolio and custodian.
challenge
Disconnected systems
Deep analytics usually lives in separate, specialised systems, disconnected from the aggregated wealth data.
the outcome with flanks
Analytics on one trusted data layer
Analytics, simulations and AI analysis running on one trusted data layer, with no separate data feeds to maintain.
challenge
Limited answers during client meetings
Client meetings raise what-if questions and ad hoc portfolio queries that static reports can't answer.
the outcome with flanks
On-demand portfolio analysis
What-if scenarios and portfolio queries answered on the client's own data, with client-ready outputs to share.
OUR SOLUTIONS
How Flanks simplifies and automates wealth intelligence and analytics
Enriched with market data, with look-through to true exposure
Positions are priced and enriched with SIX and Morningstar data. Funds and mandates are expanded into underlying holdings, showing real exposure by sector, geography and asset class.
Performance and risk analytics in the Portfolio Analytics Tool
Dynamic dashboards from group level down to a single holding, with metrics calculated for you:
- Risk-adjusted returns and volatility
- Alpha, Beta and Sharpe Ratio
- Drift against target allocations
- And more
Financial Simulator: project client wealth under any market scenario
Combine current holdings with configurable interest rate, inflation and market assumptions, explore results in customisable charts, and download a client-ready report to share the outcome.
AI Financial Analyst and MCP, grounded in your clients' data
Query family structures and multi-portfolio data through templated AI workflows, or connect Flanks data to the AI tools you already use via MCP. Models run in a secure cloud environment.
Looking for performance, risk and AI-driven analysis without rebuilding your data?
Talk to us about wealth intelligence and analytics.
Who it’s for
Who uses wealth intelligence and analytics?
Banks and private banks
Advisors need answers on the client's total wealth, including assets held elsewhere. Flanks gives them performance, risk and AI-driven analysis on the full picture, delivered via API into your existing systems or through the Flanks Platform.
Wealth Managers and IFAs
Clients expect more than a position statement, but calculating performance and risk by hand doesn't scale. Flanks adds look-through into funds and automated metrics, so every client review starts with the analysis already done.
Family offices
Multi-generational wealth raises questions across entities, generations and asset types. Flanks lets your team query the whole family structure, test liquidity under different market scenarios, and track performance across liquid and illiquid assets.
Fintechs and platforms
Your users expect performance and exposure insights alongside their balances. Flanks delivers enriched, look-through data and calculated metrics via API or MCP, so you launch analytics features without building the calculation layer yourself.
Asset Managers
Analysing exposure across custodians and mandates often means rebuilding the dataset each month. Flanks gives you enriched, look-through data with consistent risk and performance metrics, ready for your own models or upstream systems.
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.