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WealthAi integrates Flanks data layer for 650+ institution portfolios

WealthAi, an AI operating system for wealth managers, partnered with Flanks (an AI wealth data infrastructure firm) to ingest standardized portfolio data from 650+ institutions directly into its platform. Solves manual data aggregation bottleneck.

WHY IT MATTERS

Wealth managers can now reduce reconciliation overhead and feed richer data into AI recommendation engines. This architecture—data standardization layer + AI orchestration—will become table-stakes for enterprise asset managers.

Source: Finextra · 2026-07-02

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WealthAi integrates Flanks data layer for 650+ institution portfolios — ath — AITechHive