Anthropic Launches Claude for Financial Advisors With Partner Connectors
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Anthropic launched Claude for Financial Advisors, a plugin integrating custodians, asset managers, and wealth-tech providers to streamline advisors' workflows, including client data access and portfolio analysis. Available to Enterprise customers via Cowork plugin browser, it connects with firms like Charles Schwab, BlackRock, Vanguard, and others to enhance meeting prep, compliance, and client management.
