{"topic":"data-sharing","title":"data sharing","url":"https://theexchange.tech/archive/data-sharing","description":"Dispatches on data sharing for AI agents in financial services.","questions":[],"count":1,"startHere":[],"articles":[{"title":"Advisor agents can only see the vendors that agreed to share. Betterment says an MCP release is coming.","url":"https://theexchange.tech/articles/advisor-agents-can-only-see-the-vendors-that-agreed-to-share-betterment-says-an-mcp-release-is-coming","json":"https://theexchange.tech/articles/advisor-agents-can-only-see-the-vendors-that-agreed-to-share-betterment-says-an-mcp-release-is-coming.json","excerpt":"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.","publishDate":"2026-10-14","author":"Nadia Osei","topics":["governance","data-sharing","mcp","custodians","advisor-tech","common-pool-resources"]}]}