HeirWealth launches AI integration

HeirWealth has launched a Model Context Protocol (MCP) server allowing financial advisers, accountants and family offices to query consolidated client wealth data through artificial intelligence assistants such as ChatGPT and Claude.

The Australian wealth reporting platform said the new capability, which is available immediately to HeirWealth Atlas users on an opt-in basis, is believed to be the first of its kind among Australian wealth reporting platforms.

The MCP sever connects HeirWealth's consolidated data layer directly AI assistants using the open Model Context Protocol standard, enabling advisers to ask plain language questions about client portfolios rather than manually extracting and reconciling data across multiple systems.

HeirWealth chief executive Ray Tubman said the launch addressed one of the profession's biggest operation pain points.

"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.

"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."

The platform is designed to help advisers serving high-net-worth and multi-generational families who often spend significant time consolidating information across entities, trusts and investment platforms before providing advice.

Using the MCP server, advisers can ask questions such as a family's total property exposure across all entities or generate portfolio summaries, investment insights and client-ready reports from live data.

HeirWealth said calculations continue to be performed by its own deterministic reporting engine rather than the AI model itself, ensuring figures remain consistent, repeatable and auditable.

The technology also aims to improve adviser productivity by generating meeting preparation materials, portfolio summaries and first-draft client communications directly from consolidated client data.

The company said firms retain full control over access through existing HeirWealth permission settings and consent models, with client data remaining within the platform and not being used to train third-party AI models.