The AI-Ready Data Layer for a 360° Wealth View

Unify public and private market data with the only agnostic infrastructure built for 2026 standards. Bridge the gap to future strategy: Flanks Simulator now stress-tests portfolios against thousands of market paths in seconds.

Laptop screen showing Flanks financial investments dashboard with current valuation, allocation by asset type in a donut chart, wealth evolution line graph, and valuations for liquidity, monetary, fixed income, equities, and mixed assets.

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Gathered data

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Enriched data

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Portfolio Management Tool

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Simulator

Report

Wealth report

Client portal

Investor portal

Wealth data. Viewed your way. Accessible via one platform

Flanks adapts seamlessly to each client’s reporting needs. From raw data to full dashboards, it delivers wealth insights in the format that fits your process- with customization for full control over data granularity, structure, widgets and charts.

Discover Flanks Solution

Flanks Solution

Flanks simplifies wealth management with seamless data aggregation and advanced data enrichment, accessible through a flexible, modular platform.

Start with

Flanks

Aggregate

The data foundation powering high-quality wealth management

Level up with

Flanks

Lume

The data enrichment layer driving premium, scalable advisory

Core module

Additional module

Connect institutions and unify your clients’ wealth data

Enrich and reconcile your wealth data for accurate, analysis-ready reporting.

Start with

Flanks

Aggregate

The data foundation powering high-quality wealth management

Connect institutions andunify your clients’ wealth data

Flanks Lume - Mockups

Level up with

Flanks

Lume

The data foundation powering high-quality wealth management

Enrich and reconcile your wealth data for accurate, analysis-ready reporting

Flanks Lume - Mockups

One of the world's most extensive wealth data networks

+600 connections

Regulated as an Account Information Services Provider (AISP), audited by EY, and certified under SOC 1 & SOC 2 standards.

Turn fragmented wealth data into data-driven insights

Bridge the connectivity gap: from a 35% blind spot to a 100% global view.

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Agnostic Wealth Data:

All assets. Any geography.
AI-ready wealth data

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Decision Tools:

Advisor dashboards, integrated reporting and scenario simulator