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Anthropic launches Claude for Financial Advisors with BlackRock, Schwab connectors

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Anthropic on Monday launched Claude for Financial Advisors, a set of tools connecting its Claude chatbot to investment analytics and wealth-management platforms from BlackRock, Addepar, Schwab, and others. The offering aims to integrate AI assistance into financial advisory workflows.

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  1. Techmeme
    Anthropic debuts Claude for Financial Advisors, with connectors to investment analytics and wealth-management tools from BlackRock, Addepar, Schwab, and others (Harshita Mary Varghese/Reuters)

    Harshita Mary Varghese / Reuters : Anthropic debuts Claude for Financial Advisors, with connectors to investment analytics and wealth-management tools from BlackRock, Addepar, Schwab, and others — AI lab Anthropic on Monday launched a set of tools for financial advisers, connecting its Claude chatbot to investment analytics …

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