OneVest powers the Agentic Wealth OS with MCP for real-time AI client insights

For RIAs, banks, and broker-dealers, the OneVest MCP server unlocks secure, real-time AI access to live client data, portfolio positions, and pipeline activity, and accelerates what becomes possible w ...
Morningstar

New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors

Advisors can now use general-purpose AI tools to produce highly specific client work, powered by Zocks client intelligence Zocks, the privacy-first AI assistant for financial services, today announced ...
Houston Chronicle

Fast-casual barbecue chain Smokey Mo’s plans expansion to Greater Houston

Houston is next up on a barbecue chain’s Texas takeover. After 26 years in business, Smokey Mo’s is eyeing an expansion with dozens of locations across the area. The fast-casual barbecue joint has ...
TechCrunch

Salesforce announces an AI-heavy makeover for Slack, with 30 new features

Salesforce, the cloud software giant, has been remaking its business around AI, and at a small gathering in San Francisco on Tuesday, CEO Marc Benioff and his team unveiled the latest results of those ...
01Net

New Zocks MCP Connects Client Intelligence and Context to General-Purpose AI Tools for Financial Advisors

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ...