Advisor Copilot

The Advisor Copilot MCP Server, developed by CogniCor, securely connects AI assistants with wealth management client information, enabling financial advisors to access client insights, identify opportunities, prioritize relationships, and streamline daily workflows through natural language conversations.

The server provides the following key capabilities:

get_client_details – Retrieve comprehensive client information, including profiles, financial details, and relationship insights.

get_client_signals – Identify important client signals, actionable insights, and potential opportunities that require advisor attention.

get_priority_clients – Identify and prioritize clients who may need immediate attention based on relevant signals and insights.

question_answer – Ask natural language questions and receive contextual answers based on available client information.

search_clients – Quickly search and discover clients using relevant search criteria.

train_client – Enhance client-specific knowledge by incorporating relevant information to improve contextual understanding.

write_email – Generate personalized, professional client emails using relevant client context.

By integrating Advisor Copilot with AI assistants such as Claude, financial advisors can access client intelligence, prepare for interactions, discover actionable insights, and draft personalized communications without switching between multiple applications.

Advisor Copilot MCP transforms client data into actionable intelligence, helping advisors work smarter, respond faster, and deliver more personalized client experiences.