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Trellia Wealth Partners
ClaudeCommunityby Trellia Wealth Partners
Access managed account information available via the Trellia Adviser Portal.
Details
Financial Services
Listed Oct 9, 2026
by Trellia Wealth Partners
MCP endpoint:
https://mcp.trelliawealth.com.au/mcp · streamable-httpAvailable tools (7)
get_nested_portfoliosget_portfolio_feesget_portfolio_holdingsget_portfolio_performanceget_portfolio_updatesget_saalist_portfolios