Anthropic releases Claude for Financial Advisors with connectors and skills
Overview
Anthropic releases Claude for Financial Advisors, a suite of connectors and workflow skills for research, meeting preparation, and documentation.
The connectors cover custodians, asset managers, CRM, portfolio reporting and planning platforms, including Addepar, BlackRock, Charles Schwab, FactSet and Orion.
Anthropic says the connectors let advisors work with client information in one place. The announcement appears on Anthropic's Claude blog; the report does not include pricing, availability terms or independent evaluation.
Written by AI from the articles below · updated Oct 27, 4:44 PM ET
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The articles in this story. Times are ET.
- Claude BlogOfficialAnthropic 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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