Anthropic released Claude for Financial Advisors, a suite of connectors and workflow skills designed to help financial advisors with research, prep, and documentation tasks.

The suite includes connectors to custodians, portfolio platforms, CRMs, and planning tools such as Addepar, BlackRock, Charles Schwab, Envestnet, iCapital, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard, and Zocks, along with skills for tasks like meeting prep, portfolio analysis, and compliance checks.