Portfolio accounting & wealth platforms
Wealth.com (Wealth MCP)
Published by Wealth.com
Estate and tax planning platform whose read tools expose advisor-visible households and beneficiaries — a source for client counts and age mix, not firm financials.
Remote
OAuth
Vendor
https://mcp.wealth.com/mcpWhat this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client households
Drives: Client Value
Client demographics score (0-100)
Drives: Quality multiplier
What you approve
- 1.Sign in with your Wealth.com advisor account and grant read-only access to households.
How your agent connects it
- 1.Add the remote MCP server https://mcp.wealth.com/mcp to your assistant and sign in when prompted.
- 2.Ask the agent for client household counts and client age mix.
Figures, not records
Your agent reads Wealth.com (Wealth MCP) 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.