Your AI should see the book.Not a CSV.
Your AI should see the book — not a CSV. Live holdings plus research, news, and filings in one MCP server. Beta is open now. Public launch November 1.
Angle: AI aggregator meets the real book — live holdings plus research in the model you already use
Intelligence on your book
Live market context plus holdings via secure account aggregation — so AI works on what you actually own.
Built for independent advisors
Open-architecture RIAs, hybrids, and IBD-independents with a vendor path — plus AI-native builders.
Beta now → public Nov 1
Beta is open today. November 1, 2026 is the public launch — not a waitlist.
Command center + Sales CRM — invite only
Chris and Jordan run outreach, attribution, and daily launch ops behind authentication. Shared pipeline, who initiated each lead, Gmail send & log.
- Launch Command timeline through November 1, 2026
- Team Sales CRM with initiator attribution
- Social Studio + messaging playbook
Not a public signup product. Sign in with your team account (Supabase Auth).
Sign in to team portalmarket-glass.com