Connect your PMS to AI: in minutes, not months

A ready-made connector between your portfolio management system and AI. If your PMS supports the OpenWealth standard, our agents work out of the box.

OpenWealth × MCP

What is MCP?

MCP (Model Context Protocol) is an open standard that lets AI models connect securely to external data sources. Think of it as a USB port for AI, plug in your system, and the AI can work with your data without custom code.

What it does

Give your agents secure access to the data they need across four areas:

Customers

Find clients and see a full overview at a glance.

Portfolios

Positions, valuations, performance, and transactions.

Compliance & Risk

Guideline checks, KYC, and screening flags.

Relationships

Client notes and overdue follow-ups.

A complete set of tools, built on the OpenWealth open-banking standard, so the agent gets clean, structured answers, and the heavy lifting (weightings, performance, compliance checks) happens before it ever reaches the model.

How it connects

An aggregation layer sits between your PMS and the agent: data flows in through the OpenWealth API and is structured by the MCP server. The agent can only access the data you authorize, and every read or write happens with your consent, in the scopes you choose.

User

AI Agents

MCP Server

OpenWealth API

PMS

Compatible PMS systems

Out of the box for OpenWealth Association members, including:

Assetmax

Etops

Altoo

Expersoft

Evooq

and others

Your PMS not listed? If it has an API, we can implement it.

Security

The data never leaves your environment, and no confidential data is sent to external models. This allows your client advisors to retrieve portfolio data in seconds, generate meeting briefings, and verify compliance across all client accounts.

Data stays in Switzerland

Runs inside your own infrastructure, your Azure tenant or infrastructure of choice

No action without consent, writes happen only when you approve them, and only in the areas you authorize

No client data stored by coreIntelligence

Full audit trail, every request is tagged and traceable

Are you a PMS provider?

We built this so your customers get AI without you building an AI team. Partner with us, your clients get the agents, you get the ecosystem.

Want to connect your PMS? Let's talk.

Ready to Transform Your Wealth Management Operations?

Schedule a personalized demo with our team to see how coreIntelligence's AI wealth management solutions can address your specific challenges.

Personalized Assessment

Tailored evaluation of your specific needs

Live Product Demo

See our solutions in action

Custom Proposal

Detailed implementation plan and timeline