HeirWealth enables advisers to query client data via AI

Binaya Dahal

Journalist

10 July 2026

HeirWealth has launched a Model Context Protocol (MCP) server for its wealth management platform, allowing financial advisers, accountants and family offices to interrogate consolidated client data through AI assistants.

The Sydney-based wealthtech firm on Thursday said the new capability allows authorised users to generate portfolio insights, balance sheet analysis and reporting summaries by querying information held within Atlas, reducing the need to manually gather data across multiple systems.

HeirWealth chief executive Ray Tubman said advisers have traditionally spent significant time gathering and organising client information before they can provide advice.

“Advisers have told us for years that the hardest part of their week isn’t the advice; it’s assembling the picture they need to give it,” Tubman said.

“Our data layer already solved the consolidation problem. The MCP server takes the next step: it lets an adviser simply ask a question and get an answer drawn straight from their own client data, inside the AI tools they’re already using.”

The firm said the MCP server allows AI assistants to access Atlas data while operating within HeirWealth’s existing permissions and consent framework.

HeirWealth claims it will retain full control over access, and no client data will be used to train third-party AI models.

The company further added that financial calculations will continue to be performed by its own calculation engine before results are delivered to an AI assistant, helping maintain accuracy and consistency.

“It removes hours of manual work without asking anyone to change how they work, and it does so within the permissions the firm already controls,” Tubman said.

The MCP server is available to HeirWealth Atlas firms on an opt-in basis and connects with AI assistants that support the open protocol, including Claude and ChatGPT.