Claude for Financial Advisors

2 hours ago

1 min read

Anthropic. (2026, September 14). Claude for Financial Advisors. https://claude.com/blog/claude-for-financial-advisors

Anthropic released Claude for Financial Advisors, a suite of connectors and workflow skills aimed at the research, preparation, and documentation tasks that keep advisors from client-facing work.
Eleven new connectors bring in data from Addepar, BlackRock, Charles Schwab, Envestnet, iCapital, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard, and Zocks, joining existing Claude connectors including Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global, and Morningstar.
The Charles Schwab connector reaches Schwab Advisor Services custodial data including balances, positions, transactions, cost basis, alerts, and money-movement status.
The plugin bundles eight skills: advisor onboarding, alternative investments brief, compliance and AI policy, estate and tax brief, portfolio rebalance review, post-meeting notes and follow-up, pre-meeting prep, and prospect intake.
Investment recommendations, client communications, compliance determinations, and other regulated activities remain subject to human review and approval, with the compliance skill screening client-facing language against the SEC Marketing Rule.
Some partners are also offering their own plugins, with BlackRock launching one for Advisor Center alongside existing plugins from S&P Global and LSEG.
The plugin is available now through the Cowork plugin browser, with Enterprise plans recommended for registered investment advisers because they include audit logs that support recordkeeping, and firms requesting a new license before the end of September 2026 receiving a one-time usage credit.