All your clients' wealth data.
One trusted source.
Flanks unifies fragmented data across every asset class into one automated, AI-powered layer: clean, reliable, and built for growth.
data
One of the world's most extensive wealth data networks
Portfolio assets scattered across institutions, formats, and systems. Flanks connects them all. 700+ custodians worldwide. Any aggregation method. Fully compliant with PSD2, MiFID II, and market standards. Giving institutions one unified view of every client's wealth.
Wealth data,
delivered your way
One seamless, fully automated infrastructure for complex portfolios, turning raw data into actionable advisory insight.
Data Aggregation
Connects directly to 700+ custodians worldwide and enables automated wealth data aggregation across every asset class including alternatives, through a methodology-agnostic approach: API, eBanking, data feeds, PDF, or manual ingestion.
Data Normalisation
Every input standardised under the Flanks data model, cleaned, validated, and reconciled across every custodian, into one single data foundation.
Data Enrichment
Connects directly with market data leaders like SIX and Morningstar, pricing every position and enriching it to the exact depth your investment performance reporting requires.
Flanks Platform
Your clients' complete portfolio data, delivered via API to power your own systems, or through the Flanks Platform to build dashboards, reports, and a full 360° view.
AI-Powered
Trusted wealth data, ready for AI
Flanks provides a consistent data layer for AI-powered workflows, whether connected through MCP to existing AI tools or through purpose-built experiences such as the AI Financial Analyst.
TYPES OF CLIENTS
Built for every wealth business
Whether you manage complex portfolios or are scaling digital investment platforms, Flanks gives you the modular data infrastructure to automate operations and deliver personalised advisory at scale.
Banks & Private Banks
Aggregate client portfolios at scale and standardise data across departments, delivering the reliable reporting clients and regulators expect.
Wealth Managers & IFAs
Save hours on manual data collection with a complete, up-to-date view of every client's wealth, all in one platform.
Family Offices
Consolidate multi-generational wealth across every custodian and asset class into one accurate view, for smarter reporting and decision-making.
Fintechs & Platforms
Integrate automated wealth data aggregation directly into your product via API, and launch new features on top of a trusted, compliant data infrastructure.
Asset Managers
Access clean, reconciled data across your entire portfolio for faster analysis, sharper performance tracking, and better investment decisions.
Clients
A modular data infrastructure built for modern wealth management
A wealth data infrastructure designed to deliver institutional-grade quality and full 360° visibility across every asset class, with the scalability wealth institutions need to automate operations and harness AI.
A single data foundation
Wealth institutions get direct, automated access to a single source of truth, across any aggregation method, eliminating manual work and friction for every client.
Global coverage and asset diversity
From 700+ institutions worldwide, one unified view of wealth data, aggregated and enriched across every asset class, including alternatives.
Harnessing AI in wealth management
Clean, enriched, and compliant data infrastructure wealth institutions need to safely harness AI at scale, turning fragmented data into high-impact advisory insights.
Institutional authority and security
Regulated as an AISP by the Bank of Spain, SOC 2 Type II certified, PSD2, MiFID II and GDPR compliant, and audited by EY, giving wealth institutions the secure, compliant infrastructure they can trust.
Our footprint on the wealth management industry
Connectors powering one of the world's most extensive wealth data networks
Team members
Clients spread worldwide
Coverage of the main financial entities in the EU
Euro aggregated in our systems
Portfolios processed per month
Years serving wealth management
TESTIMONIALS
Trusted by leading wealth institutions
GlobalView, the global financial positions aggregator for CaixaBank's Wealth Management clients, represents a milestone in the banking sector, as it allows our independent advisory clients to take ownership of the information held by the financial institutions they work with. CaixaBank Wealth Management is proud to count on Flanks to offer a solution that brings complete visibility to their total wealth picture - consolidated, current, and entirely under their control.
Expats’ financial data is scattered across countries. Flanks helps us bring it together, and Aequify turns it into clear, adviser-ready tax insights.
Collaborating with Flanks strengthens Myne Tech’s ability to provide clients with a live view of their portfolios and accounts. Their aggregation infrastructure removes complexity from wealth data, allowing us to focus on innovation and delivering an exceptional digital experience to our users.
In wealth management, everything starts with reliable data. Flanks gives us a consolidated, up-to-date view of our clients' portfolios across all their banks, which we trust as the foundation for our reporting, our controls and our day-to-day advice.
With Flanks, you don’t just have engineers — you have people who’ve worked in the world of private banking. So when I speak in the language of alternative investments, they understand me straight away and know exactly what I’m talking about.
We’ve recently started implementing Flanks, and so far the experience has been very positive. The team has provided close support throughout, demonstrating both professionalism and strong product knowledge. We’re looking forward to starting work with the platform.
By partnering with Flanks we're giving our clients immediate access to more than 650 custodian connections through a single AI platform. Instead of stitching together expensive legacy providers, firms can access the data, workflows and AI capabilities they need in one place.
In wealth management, data quality directly determines the quality of advice. This partnership with Flanks strengthens our data infrastructure and expands our ability to cover increasingly diversified wealth.
Partnering with Flanks allows us to scale efficiently across our key markets, while giving our customers access to extensive aggregation options.
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Flanks lets us consolidate data from many custodians into one clear report for our clients. The team is responsive and keeps extending connections as our needs grow.
Let's put your wealth data to work
Talk to our team and discover how Flanks helps you access your data and scale advisory
