Adviser Agent
Research & portfolio analytics
Adviser Agent brings C8 Technologies' systematic investment research into your AI. Financial advisers ask in plain English and get product rankings, performance and risk analytics, and rebalancing proposals in the conversation.
What you can ask
- What are C8's top picks to add to a 60/40 portfolio?
Example path
MCP connector
- Server URL
https://api.c8-technologies.com/adviser/mcp- Login
- OAuth
Tools
Reads data11
Skills
None in the store listings. The server needs sign-in, so we could not check it
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