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HeirWealth launches an MCP server, letting advisers query whole-of-wealth data through AI assistants
The new Model Context Protocol server connects HeirWealth's consolidated data...
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Sep 6, 2024
HeirWealth Engages Leading Financial Services Specialist
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May 27, 2024
HeirWealth appoints high-profile Advisory Board
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May 24, 2024
HeirWealth launches with promise to revolutionise wealth transfers
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Apr 16, 2024
HeirWealth integrates with BGL Corporate Solutions
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Mar 26, 2024
HeirWealth hires Jason Nyilas to expand wealthtech platform in Australia and UK
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Mar 18, 2024
HeirWealth turns on open banking technology from Envestnet® | Yodlee®
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