Anthropic has launched Claude for Financial Advisors, a suite of artificial intelligence tools designed to help financial advisers automate research, meeting preparation and documentation.
The company said the new offering combines AI connectors with what it calls “workflow skills” to streamline routine tasks and improve advisers’ productivity.
Claude for Financial Advisors connects with custodians, asset managers and wealth technology providers, including Charles Schwab, BlackRock, Addepar, Envestnet, iCapital, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard and Zocks.
The platform also supports previously available integrations with Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global and Morningstar.
According to Anthropic, the workflow skills cover a range of financial advisory tasks, including client onboarding, alternative investment briefings, compliance and AI policy reviews, estate and tax briefings, portfolio rebalancing reviews, post-meeting notes and follow-ups.
The tools also support pre-meeting preparation and prospect intake, allowing advisers to automate parts of the client engagement and administrative process.
