Claude Launches AI Suite for Financial Advisors

Anthropic has released Claude for Financial Advisors, a suite of connectors and workflow tools designed to reduce time spent on research, prep, and documentation. The product integrates with major industry platforms including Charles Schwab, BlackRock, Orion, Envestnet, and others, allowing advisors to access client data in one place. The release addresses a core industry problem: advisors spend only a sixth of their time in client meetings, with the rest consumed by administrative work. New skills cover meeting prep, portfolio analysis, compliance checks, and client onboarding, with firms able to customize workflows to their own service models.