Flanks Partners with Perplexity to Launch AI-Driven Wealth Management Data Connector
AI SummaryAI-generated — verify against the source.Flanks has partnered with Perplexity to integrate AI-driven search capabilities into wealth management data, aiming to streamline how advisors access and synthesize client portfolio information. This integration represents a growing trend of embedding conversational AI directly into wealth management tech stacks to improve data accessibility.
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