Flanks launches AI Financial Advisor built on regulated, multi-custodian wealth data infrastructure
AI SummaryAI-generated — verify against the source.Flanks has launched a new AI Financial Advisor tool designed for wealth management. This solution is built on a regulated, multi-custodian data infrastructure, emphasizing data security and broad integration capabilities. For financial advisors, this represents a new AI-powered option that aims to streamline operations while adhering to regulatory standards and accessing diverse client data sources.
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