d1g1t Launches Open MCP Server for 3 Major AI Tools in Wealth Management

2 articles · Updated · fintech.ca · Jul 21

Toronto-based d1g1t said its new open Model Context Protocol server connects its enterprise wealth platform directly to Anthropic’s Claude, OpenAI’s ChatGPT and Microsoft’s Copilot.
Built on Anthropic’s MCP standard, the server creates secure two-way links between trusted portfolio data and AI agents, letting advisors use natural language to pull holdings, summarize year-to-date performance, flag mandate breaches and assemble client reports.
d1g1t said the integration embeds AI into daily advisory workflows to cut meeting-prep and reporting work, positioning the assistant as a cross-household tool for personalization at scale.
The launch also sets the base for a broader AI roadmap spanning portfolio management, reporting, onboarding and client engagement, extending a platform that d1g1t significantly upgraded last year.