use cases
Explore how Flanks is used
From multi-custody aggregation and reporting to AI-ready data and analytics, explore how Flanks turns complex wealth data into one trusted foundation.
AI-Ready Wealth Data
Give your AI tools one validated foundation of aggregated, normalised and enriched wealth data, delivered via API or MCP.
Multi-Custody Wealth Data Aggregation
Bring wealth data from a growing network of 700+ custodians into one clean, enriched data layer, across every data extraction method.
Consolidated Reporting
Turn data from every custodian, entity and asset class into branded reports and live dashboards, at the report level your firm needs.
Data Quality and Reconciliation
Reconcile positions and cash flows, identify discrepancies and maintain accurate, traceable wealth data.
Private Markets and Alternative Assets
Bring every asset into one data model, from listed securities to private equity, private debt, real estate and art, for a 360° view of each client’s wealth.
Wealth Intelligence and Analytics
Run performance, risk and look-through analytics, scenario simulations and AI-driven analysis on the same trusted data that powers your reporting.
Pension and Fund Transfers
Retrieve execution-ready data for UK pension transfers and prefill fund transfer orders, without chasing providers or retyping details.
All your clients’ wealth data. One trusted source.
Make it AI-ready, whatever your use case. Talk to our team to see how.
