
Vault All the Data Before You Chase Agentic Depth
Fragmented advisor stacks kill agentic ambitions. Behavior, financials, annuities, and Roth sat in four data planes. We put them on one AI-native MCP, an AWS vault, and a unified portal. Advisors get one login. Agents get one truth. Vault the data before you chase depth, or the agents amplify the mess.
Anthony Wentzel
Founder, Pineapples














































































































