AIReuters1h ago

Anthropic debuts Claude for Financial Advisors, with connectors

Anthropic debuts Claude for Financial Advisors, with connectors to investment analytics and wealth-management tools from BlackRock, Addepar, Schwab, and others

TL;DRAnthropic released Claude tools that connect to major financial platforms like BlackRock and Schwab.

Why it matters: Financial advisors get AI assistance integrated with real data, potentially changing how wealth management operates.

AI lab Anthropic on Monday launched a set of tools for financial advisers, connecting its Claude chatbot to investment analytics …

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Source: Reuters · Opens in new tab