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Thursday, October 22, 2026 AI agents · financial advising Live signal
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Data sharing

1 dispatch

Dispatches on data sharing for AI agents in financial services.

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Dispatches on this topic

  1. Advisor agents can only see the vendors that agreed to share. Betterment says an MCP release is coming.

    Kitces counts 11 connectors in Claude for Financial Advisors and a longer list of planning tools and custodians that are not connected. Betterment Advisor Solutions now says its document data will reach agentic workflows before year-end, with an MCP release to follow. Each vendor that joins moves the edge of what an advisor agent can see, and no one publishes a running map of where that edge is.