Design and govern the Data Access Layer for the AI platform, including secure and scalable access to structured and unstructured data sources, data abstraction and query interfaces, connection to vector databases and knowledge stores, data lineage, and enforcement of data governance, privacy, and permissioning policies across AI workloads. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.