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Data Connectivity & MCP Integrations
Connect your AI systems to the data they need using MCP — the emerging enterprise standard for AI integrations. We build secure bridges between your AI tools and your portfolio systems, custodians, CRMs, and market data providers.
What We Offer
- •Build custom MCP (Model Context Protocol) servers that give your AI agents secure, real-time access to portfolio management systems, custodial platforms, and CRMs
- •Implement vector embeddings and semantic search across your proprietary research, client notes, and compliance documents
- •Create secure data pipelines that keep AI tools synchronized with your business systems while enforcing access controls and audit trails
- •Connect to the growing ecosystem of 1,000+ pre-built MCP integrations for tools like Salesforce, Bloomberg, and Microsoft 365
- •Design data architectures that let AI agents pull context from multiple sources in a single workflow — combining client data, market research, and regulatory guidelines
Key Benefits
- ✓Give AI agents the context they need to produce relevant, firm-specific outputs instead of generic responses
- ✓Adopt MCP now and build on the integration standard that OpenAI, Anthropic, and Salesforce are converging on
- ✓Maintain full data security and compliance with granular access controls at the integration layer
- ✓Reduce manual data gathering — let AI pull what it needs from your existing systems automatically
Related reading: how a private AI knowledge brain gives wealth-management systems secure access to firm data.