D1g1t this week unveiled the launch of an open Model Context Protocol server.
The Toronto-based wealth-tech provider says that its server, built on the MCP standard, links enterprise wealth management technology directly to AI tools including Anthropic’s Claude, OpenAI’s ChatGPT, and Microsoft’s Copilot.
Created by Anthropic, the Model Context Protocol is an open standard that enables developers to build secure, two-way connections between their data sources and AI-powered tools.
The d1g1t integration embeds AI natively into advisory workflows, according to a statement, giving financial advisors a live AI assistant that works across every household.
AI agents can call on an advisor’s behalf to search, read, and reason over external data sources using natural language. Advisors can ask Claude or ChatGPT to pull a household’s holdings, summarize year-to-date performance, flag mandate breaches, or assemble a client report.
“AI tools have fundamentally changed the way we process information and the speed at which we work,” says Benoit Fleury, Chief Product Officer and cofounder of d1g1t.
These tools “are augmenting the mechanical work of meeting prep and reporting so advisors can spend less time on administration and more time with their clients,” according to Fleury.
“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.
The launch establishes the foundation for d1g1t’s “broader AI roadmap,” according to a statement, as the company expects to “continue investing in services and capabilities that help wealth managers leverage agentic AI across portfolio management, reporting, onboarding, and client engagement activities.”
Institutions taking advantage of d1g1t’s fintech include Calgary’s Northern Light, Montreal’s PWL, Chicago’s Gresham, Victoria’s Burkett Asset Management, Goodreid Investment Counsel, and Virgo Digital Asset Management. RBC has invested.
Last year, d1g1t launched a major upgrade to its enterprise platform.
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