Anthropic debuts Claude for Financial Advisors, with connectors to investment analytics and wealth-management tools from BlackRock, Addepar, Schwab, and others
THE SO WHAT
Verticalized copilots wired directly into custodians and portfolio systems turn AI from a chat toy into a workflow surface that can move real money. If you run a data or tooling layer in wealth or banking, assume the new integration requirement is “works natively with the advisor’s AI front-end,” not just the CRM.
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