Guides

How-tos for developers connecting to advisor technology and regulatory data. Each one is built from the sourced facts on this site.

Form ADV for data users
What each Form ADV item means, which SEC monthly file columns it becomes, how values are formatted, and the traps to avoid when you join and clean the data.
Updated Oct 17, 2026
Getting API access to advisor CRMs
How developers get API keys, sandboxes and limits for nine advisor CRMs, which ones need approval or a partner agreement, and what to do when there is no public API.
Updated Oct 17, 2026
MCP servers in advisor technology
Eleven MCP servers and connectors on record in wealth technology: which are live or announced, what each can read and write, who enables it, and what to check first.
Updated Oct 17, 2026
Connecting Claude to advisor tools
Which advisor products on record have a Claude connector or MCP server, who enables each, what each needs, and which have no public endpoint.
Updated Oct 17, 2026