Anthropic releases Claude for Financial Advisors, with connectors and workflow skills

Anthropic released Claude for Financial Advisors, a set of connectors and skills for the research, meeting-prep and documentation work of financial advisors. The connectors cover custodians, asset managers, portfolio reporting, CRM, planning and estate tools, with partners including Addepar, BlackRock, Charles Schwab, Envestnet, FactSet, Franklin Templeton, iCapital, Invesco, J.P. Morgan Asset Management (55ip), MSCI, Orion, SS&C Black Diamond, Vanguard, Wealthbox and Zocks.

A Claude for Financial Advisors plugin bundles the skills and connectors in one install and works with BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks. The skills include pre-meeting prep, post-meeting notes and follow-up, portfolio rebalance review, an alternative-investments brief, an estate and tax brief, prospect intake, advisor onboarding and a compliance and AI-policy skill that screens client-facing language against the SEC Marketing Rule. Firms can adopt the skills from Anthropic's skill repository or adapt them.

Anthropic says the advisor stays in control: Claude prepares drafts and summaries, approval is required on critical tasks, and investment recommendations, client communications and compliance determinations remain subject to human review.