Story thread · 2 reports / 2 sources

Milemarker Launches Advisory Firm MCP AI Server

wealthmanagement.com · 3hShare

The Snowflake-native platform's new server connects advisory firms to more than 140 custodians, CRMs, portfolio systems and planning tools through a single governed interface.

First report: Safari 27 Ships a Native MCP Server — And Apple Gave Enterprises No Way to Turn It Off — forkast.news, 1d