AnthropicLaunchBusinessSeptember 14, 2026

Anthropic launches Claude for Financial Advisors

The plugin bundles connectors to custodians, portfolio platforms, CRMs and planning tools, working with BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks. Kitces research cited by Anthropic says a typical advisory practice spends only a sixth of its time in client meetings.

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