Anthropic launches Claude for Financial Advisors

Anthropic has launched Claude for Financial Advisors, a specialized workflow layer for wealth-management professionals. The product connects Claude with investment analytics and advisor software including BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks. The focus is advisor research and operational work: preparing for client meetings, reviewing portfolios and handling follow-up tasks. Anthropic positions the system as assistance for professionals rather than autonomous investment advice.