wealthmcp.ai

Workflow-first discovery

Practice Stacks

A Practice Stack is a workflow-oriented grouping of MCP servers. Instead of browsing by product category, you pick the job you are trying to do — then we surface the servers that help you get it done.

The 14 Practice Stacks

  • Growth (Prospecting + Marketing)

    Find and reach prospects: firm intelligence databases, ad platforms and the CRM that catches the leads.

    Advisor & Firm Intelligence / ProspectingAdvertising & Marketing Platforms
    Browse this stack →

  • Onboard a Client

    Open and fund an account: aggregation, custody, planning and the paperwork stack that closes it out.

    Banking & Account AggregationCustody & Clearing
    Browse this stack →

  • Client Review Meeting Prep

    Walk in prepared: CRM history, meeting notes, portfolio views and current market context.

    AI Notetakers & Meeting IntelligenceWealth Platforms
    Browse this stack →

  • Trade & Rebalance

    Place and reconcile trades: execution venues, custodians, portfolio systems and live pricing.

    Brokerage & Trade ExecutionCustody & ClearingWealth Platforms+1
    Browse this stack →

  • Portfolio Reporting & Performance

    Produce statements and performance: portfolio systems, custody feeds, pricing and a warehouse for custom reporting.

    Wealth PlatformsCustody & ClearingData & Analytics Infrastructure
    Browse this stack →

  • Crypto & Digital Assets

    Track and trade digital assets across exchanges, wallets and DeFi. Quality in the long tail varies widely — check status badges.

    Crypto & Digital Assets
    Browse this stack →

  • Financial Planning

    Build and stress-test plans, with insurance, annuity and retirement inputs alongside market assumptions.

    Financial PlanningInsurance & AnnuitiesRetirement & Form 5500 Research+1
    Browse this stack →

  • Retirement Plan Due Diligence

    Research plans, providers and Form 5500 filings, with compliance checks alongside.

    Retirement & Form 5500 Research
    Browse this stack →

  • Insurance & Annuity Review

    Review coverage, riders and payout mechanics across carriers and independent tools.

    Insurance & Annuities
    Browse this stack →

  • Sell / M&A Readiness

    Prepare a firm for diligence: book of business, clean financials, custody records and compliance history.

    Accounting & TaxCompliance, Risk & RegulatoryCustody & Clearing
    Browse this stack →

  • Books & Tax

    Close the books and prep returns, with bank feeds for reconciliation.

    Accounting & Tax
    Browse this stack →

  • Compliance & Audit Readiness

    Evidence, monitoring and audit trails: GRC platforms plus the communication and financial records auditors ask for.

    Compliance, Risk & RegulatoryAccounting & Tax
    Browse this stack →

  • Practice Management

    Run the firm day to day: collaboration, e-signature, scheduling, notetakers, CRM and ongoing monitoring.

    Productivity & CollaborationAI Notetakers & Meeting Intelligence
    Browse this stack →

  • Data Infrastructure (Builder / Enterprise)

    For firms building their own tooling: warehouses, raw market feeds and enterprise platform APIs.

    Data & Analytics Infrastructure
    Browse this stack →

Try a stack in the directory

Selecting a Practice Stack on the homepage narrows the directory to the servers that belong to that workflow, updates the category chips and counts, and keeps the selected stack in the URL so the view is shareable.

Open the directory