Fintechs Wealth Dynamix and Flanks have partnered with the aim of “transforming” client engagement and financial management practices.
Through the collaboration, financial advisory firms and their clients should be able to access all their financial details, including multi-custodian holdings.
The idea behind this is to ensure advisers and clients have a real-time, consolidated understanding of their portfolios.
Wealth Dynamix said this partnership w...
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