Anthropic has rolled out an artificial intelligence tool specifically designed for financial advisers in the US.
Claude for Financial Advisors is designed to connect Claude to the tools advice firms already run on. Anthropic said the tool has "ready-made" workflows for meeting prep, follow-ups, CRM updates and compliance checks. Reports claim the new product includes connectors to custodians, asset managers and wealth technology providers, including Charles Schwab, BlackRock, iCapital and Vanguard. This is alongside previous integrations with Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global and Morningstar. The model follows other adviser AI tools which have been launched ove...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
