Portfolio accounting & wealth platforms
d1g1t MCP Server
Published by d1g1t
Enterprise wealth platform — portfolio analytics, risk, performance and rebalancing — as natural-language MCP tools.
Remote
Enterprise
Official
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Expected annual growth
Drives: Discounted Cash Flow
Revenue concentration score (0-100, higher = well spread)
Drives: Quality multiplier
What you approve
- 1.Ask your d1g1t relationship manager to enable the MCP server for your tenant.
- 2.Confirm the entitlement covers firm-level analytics, not a single advisor book.
How your agent connects it
- 1.Add the d1g1t MCP server to your assistant with the tenant credentials your admin issues.
- 2.Ask the agent for total market value, net flows by quarter and household concentration.
Figures, not records
Your agent reads d1g1t MCP Server directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.