Claude for Financial Advisors

Anthropic released Claude for Financial Advisors, a suite of connectors and workflow skills for research, meeting prep, and documentation tasks. Connectors include Addepar, BlackRock, Charles Schwab, Envestnet, FactSet, Orion, Vanguard, and others, while skills cover pre-meeting prep, portfolio rebalance review, post-meeting follow-up, estate and tax briefs, and compliance checks. The advisor plugin is available today, with Enterprise plans recommended for audit logs, and firms requesting a new license before the end of September 2026 receive a one-time usage credit.