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WealthManagement.com·

Milemarker Launches Advisory Firm MCP AI Server

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Milemarker has launched a Snowflake-native MCP (Model Context Protocol) AI server designed to unify data connectivity across advisory firms. By integrating over 140 custodians, CRMs, and planning tools into a single governed interface, this tool aims to streamline data access for AI models, potentially reducing data silos and improving the accuracy of AI-driven advisor workflows.

Read full article at WealthManagement.com

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