Claude for Financial Advisors | Claude by Anthropic

Official source · Anthropic · official-doc · retrieved 2026-11-13 · open the original

Summary

Official Anthropic article, originally published September 14, 2026 and later updated to include additional connectors from Anthropic partners. Lists advisor connectors including Addepar, BlackRock, CAIS, Charles Schwab, Conquest Planning, Envestnet, FactSet, FINNY, Flourish, Franklin Templeton, iCapital, Invesco, J.P. Morgan Asset Management (55ip), Jump, MSCI, Nevis, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard and Zocks, plus other already-available Claude connectors.

Short quotes

This article was originally published on September 14, 2026. It has been updated to include additional connectors from Anthropic partners.

Notes

This card is a pointer, not a copy. Archive link: unknown.

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