Anthropic launched Claude for Financial Advisors to connect its AI model with investment and wealth-management platforms. The suite helps advisors automate research, prepare for client meetings, and manage documentation.
The system integrates with software from BlackRock, Charles Schwab, Addepar, and Vanguard. Advisors can access custodial data from Schwab and portfolio analytics from BlackRock directly within the Claude interface.
This launch follows a similar move by rival OpenAI. Both companies are competing to deploy generative AI across high-value business sectors.