{"topic":"integration","title":"integration","url":"https://theexchange.tech/archive/integration","description":"Dispatches on integration for AI agents in financial services.","questions":[],"count":1,"startHere":[],"articles":[{"title":"WealthAi deploys in days and replaces nothing. Read that as a permission scope.","url":"https://theexchange.tech/articles/wealthai-deploys-in-days-and-replaces-nothing-read-that-as-a-permission-scope","json":"https://theexchange.tech/articles/wealthai-deploys-in-days-and-replaces-nothing-read-that-as-a-permission-scope.json","excerpt":"WealthAi for Advisors shipped with three claims: a 60% cut in routine client administration, deployment in days, and no need to replace the practice management system. Those claims are not independent — the third bounds the second and the second bounds the first. That is not a criticism. It is an architecture, stated in the open, for anyone who reads a release as a specification rather than a brochure.","publishDate":"2026-09-12","author":"Dean Whitfield","topics":["rules-vs-discretion","advisor-tech","agentic-ai","integration","auditability","wealthai"]}]}