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MCP Server - AI-Powered Advisor Workflows | d1g1t

Bring AI-Powered Intelligence Directly into Financial Advisor Workflows

d1g1t MCP server connects your client intelligence to Claude, ChatGPT, Microsoft Copilot, and other AI tools. Advisors can now create personalized, client-facing materials and insights at scale, in a fraction of the time.
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Managing Client Relationships Shouldn't Mean Drowning in Admin

Today’s advisors spend too much time navigating systems, pulling data, and assembling reports. Time that could be spent where it matters most: with clients.

That’s changing. The d1g1t MCP server exposes the platform’s core capabilities as tools that AI agents can call on an advisor’s behalf to search, read and reason over external data sources using natural language. By embedding AI natively into advisory workflows, advisors now have a live, governed AI assistant that works across every household. Advisors can ask questions in plain language to get immediate insights to summarize performance, flag mandate breaches, or assemble a report and it simply gets it done, securely and instantly.

Less mechanical work. More meaningful conversations.

AI Assistant That Acts Like an Advisor’s Personal Chief of Staff

Advisors can ask their AI assistant to create a briefing of the day or week, review upcoming client meetings, highlight critical information before walking into a meeting, summarize client communications, surface outstanding tasks, flag documents awaiting approval, and identify trades that require review or execution. The advisor remains in control of every decision; the AI handles the groundwork.
morning briefing showing book-level insights, market value and compliance flags from d1g1t data.

AI-Enhanced Reporting and Custom Client Materials

Custom-branded client portfolio report cover generated with live d1g1t data.
With the d1g1t MCP server, advisors and firms can generate fully custom report decks that call the d1g1t API to extract live numbers eliminating the need for manual data pulls and the errors that come with them. Reports can be tailored with corporate branding, table of contents, copyright and confidentiality notices, disclaimers, the advisor’s own voice, style, and market views, and specific investment commentary. AI elevates overall communications by generating compelling presentations, personalized content, and engaging client materials at a pace and scale that was previously impossible.

Surface Client Insights Like Never Before

Beyond workflow automation, the d1g1t MCP server is designed to surface insights humans might miss by proactively identifying risks, opportunities, and next-best-actions across the entire book of business. AI automates the repetitive, rules-based processes that consume advisor and operations team capacity: data reconciliation, rebalancing, compliance monitoring, and onboarding. Advisors can also build interactive apps that connect to d1g1t to perform specific tasks, such as portfolio optimization or management of off-balance sheet assets and liabilities, giving every team the flexibility to tailor AI to their unique workflows.

Secure Connection to AI Tools

For firms looking to bring AI into their operations safely without compromising data security, using the d1g1t MCP server means working with their own d1g1t data, through a governed connection, rather than copying sensitive client information into general-purpose chatbots.

3X Your Productivity with AI-Optimized Workflows

Spend less time on mundane administration tasks and more time with clients

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