d1g1t launches MCP server for adviser AI workflows

d1g1t has launched an MCP server that connects its wealth management platform to general-purpose AI tools using the open Model Context Protocol standard.

The Toronto-based wealth technology company said the server links its platform to tools including Anthropic's Claude, OpenAI's ChatGPT and Microsoft's Copilot. The goal is to let financial advisers use natural-language prompts to access live platform data without moving through multiple screens.

The system allows AI agents to call tools within the platform on an adviser's behalf. That includes searching household information, reviewing holdings, summarising year-to-date performance, checking for mandate breaches and assembling client reports from live data.

The launch reflects a wider push by wealth managers to bring generative AI into day-to-day workflows while keeping access tied to governed internal data. d1g1t is positioning the connector as a way to embed AI assistants in routine advisory tasks rather than offer them as a standalone application.

Workflow focus

d1g1t outlined several uses for the new server across adviser operations. These include generating morning briefings that combine upcoming client meetings with household and firm information, preparing for meetings by summarising communications and outstanding tasks, and creating ad hoc reports with forward-looking growth projections.

The connector can also be used for portfolio analysis covering drift, exposures, risk, rebalancing and tax-loss harvesting. Other uses include account-level holdings checks, performance analysis, compliance monitoring and support for client onboarding.

The idea is that advisers can ask questions in plain language through AI tools they may already use, while d1g1t handles the underlying data retrieval within its system. That reduces the need to manually compile information from different parts of the platform before a client discussion or internal review.

AI and advice

Wealth management groups have been testing how large language models can help staff with research, reporting and administrative work. A key issue has been whether those tools can interact safely with internal records, portfolio data and compliance requirements rather than relying only on public information.

By using the Model Context Protocol, d1g1t is adopting an emerging standard designed to let AI systems connect with software tools and data sources in a structured way. The approach is gaining attention among software providers seeking to make business systems accessible to AI assistants without building separate integrations for each model.

The connector is intended to support what d1g1t described as a live, governed AI assistant across each household on the platform. In practice, that means advisers can draw on current account and portfolio data when preparing client material or checking portfolio conditions.

Benoit Fleury, Chief Product Officer and Co-founder of d1g1t, described the change in working practices created by AI tools in a statement accompanying the launch.

"AI tools have fundamentally changed the way we process information and the speed at which we work. They are augmenting the mechanical work of meeting prep and reporting so advisors can spend less time on administration and more time with their clients. By connecting AI agents directly to our enterprise wealth management platform where trusted data actually lives, we're giving advisors their own personal Chief of Staff that works across every household, every workflow, every day to deliver personalization at scale," Fleury said.

Platform strategy

d1g1t provides software to wealth management firms including registered investment advisers, multi-family offices, broker-dealers, custodians and bank adviser networks. Its broader platform combines reporting, billing, trading, compliance and client engagement functions with analytics for performance and risk.

The new MCP server suggests d1g1t is trying to make those underlying systems more directly usable through conversational interfaces. Rather than requiring advisers to learn new software layers, the model uses AI tools as an entry point to existing workflows and records.

The release also forms part of a broader AI plan spanning portfolio management, reporting, onboarding and client engagement. For wealth technology providers, the competitive question is increasingly not only whether they offer AI features, but how deeply those features connect to core operating data and everyday adviser tasks.

d1g1t said the connector is designed to help advisers generate reports, analyse portfolios and prepare for client meetings faster using agentic AI.