Milemarker Launches Advisory Firm MCP AI Server
AI SummaryAI-generated — verify against the source.Milemarker has launched a Snowflake-native MCP (Model Context Protocol) AI server designed to unify data across advisory firms. By connecting over 140 custodians, CRMs, and portfolio systems through a single governed interface, this tool aims to streamline data access for AI applications in wealth management.
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