Anthropic releases Claude for Financial Advisors with connectors to advisor tools
AIAnthropic releases Claude for Financial Advisors, a suite of connectors and workflow skills for research, meeting prep, and documentation. The connectors include custodians, asset managers, CRM, portfolio reporting, and planning platforms such as Addepar, BlackRock, Charles Schwab, FactSet, and Orion, which Anthropic says let advisors work with client information in one place.
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Claude Blog · claude.comPublished · added here
Original title: Claude for Financial Advisors