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d1g1t MCP Server
MCP server from d1g1t, a leading wealthtech provider, that connects its enterprise wealth management platform to Claude, ChatGPT, and Microsoft Copilot. Enables financial advisors to pull household holdings, summarize year-to-date performance, flag mandate breaches, generate client reports, and prepare for meetings using natural language. Exposes the platform's core capabilities as tools that AI agents can call on an advisor's behalf to search, read, and reason over live portfolio data. Announced July 20, 2026.
MCP unverified
Integration
| Transport | http |
| Auth | oauth |
| Endpoint | d1g1t MCP |
Use Cases
| 01 | Prepare for client meetings by asking Claude or ChatGPT to summarize a household's holdings, year-to-date performance, outstanding tasks, and pending trades from live d1g1t data without navigating the platform manually |
| 02 | Generate on-demand client reports and forward-looking growth projections by describing what you need in plain language, with the AI securely retrieving live portfolio data from the d1g1t platform |
| 03 | Monitor compliance proactively by having AI agents flag mandate breaches, surface risk exposures, and check drift across portfolios using d1g1t's institutional-grade analytics engine |
Tags
wealth-management financial-advisor portfolio compliance reporting enterprise wealthtech
Machine-readable: /api/servers.json
· JSON-LD schema embedded in <head>