Wealth.com
Wealth.com brings estate-planning intelligence into your AI for financial advisors and their teams.
Look up any client in your book and pull a complete picture of their estate in seconds — no switching tabs, no digging through PDFs. Ask your AI to walk you through a client's estate snapshot, flag planning risks and gaps, or draft an executive summary you can bring straight into a client meeting.
MCP connector
- Server URL
https://mcp.wealth.com/mcp- Login
- OAuth
Tools
Reads data8
Changes data1
Skills
None in the store listings. The server needs sign-in, so we could not check it
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