Success Stories
April 13, 2023
Multi-custodian financial advice through aggregation: The case of Wealth Solutions
Flanks is a Wealth Tech B2B services platform created on the basis that advising over the Global Asset Allocation of a client is becoming a must in the financial world. The process of aggregation allows for a deeper insight into the customers’ investments and operations allowing the financial advisor to give better and more accurate wealth management advice overall.
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