Milemarker Launches an MCP

2 hours ago

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Milemarker. (2026, September 22). Milemarker launches Firm MCP, giving wealth management firms their own AI foundation across every system they use. EIN Presswire. https://www.einpresswire.com/article/942410070/milemarker-launches-firm-mcp-giving-wealth-management-firms-their-own-ai-foundation-across-every-system-they-use

Milemarker, a Snowflake-native data platform for wealth management, launched Milemarker Firm MCP, a Model Context Protocol server that gives an advisory firm one governed AI connection across all of its data.
Firm MCP includes more than 300 features covering data exploration, reporting, entitlements, data governance, workflows and application building.
The server draws on the 140-plus custodians, CRMs, portfolio systems and planning tools already integrated with Milemarker, and maps them into shared canonical records for households, accounts and advisors.
Legacy portfolio accounting platforms, in-house databases, spreadsheets and file-based feeds are brought into the same governed layer through secure file transfer, direct data sharing and email ingestion.
The launch follows Anthropic's introduction of Claude for Financial Advisors with connectors from Charles Schwab, Orion, Envestnet, Addepar, Zocks and Wealthbox, which Milemarker positions as single-system views alongside its firm-wide layer.
Role-based row access policies follow each user into every conversation, Firm MCP reads and builds without altering underlying source data, security-affecting changes run as a dry run first, and every platform change requires confirmation.
Milemarker introduced its MCP server in May 2026 as a rollout to partner firms, and every client firm now has access to all 300-plus features with no waitlist.