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# Claude for Financial Advisors
*Financial advisors can now connect Claude to the custodians, portfolio platforms, CRMs, and planning tools they depend on, along with new skills tailored to the daily work of a financial advisor.*
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[Product announcements](https://claude.com/blog/category/announcements)
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September 14, 2026
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https://claude.com/blog/claude-for-financial-advisors
Today we're releasing Claude for Financial Advisors, a suite of connectors and workflow skills designed to help with research, prep, and documentation tasks that occupy an advisor’s time and keep them from client-facing work.
Time is scarce among financial advisors. A typical advisory practice spends only a sixth of its time in client meetings, according to [Kitces research](https://www.kitces.com/kitces-report-how-financial-planners-actually-do-financial-planning/). The rest goes to work around those meetings, piecing together information across systems to prepare, plan, and document what was discussed. Meanwhile, over four in 10 American workers say they don't know who to go to for good financial or retirement planning advice, according to [EBRI's 2026 Retirement Confidence Survey](https://www.ebri.org/docs/default-source/rcs/2026-rcs/rcs_26-fs-3_prep.pdf). Time an advisor saves on prep and paperwork can go to a current client or new household they don’t yet have capacity to serve.
Claude for Financial Advisors includes:
- **Connectors,** whichlet Claude access the custodians, asset managers, and wealth technology providers advisors rely on most, so an advisor can work with a client’s information in one place.
- **Skills,** which use that information to help with specific tasks, like meeting prep, portfolio analysis, and compliance checks, always in service of the advisor's own judgment and style.
## **Connectors to the tools advisors already use**
New connectors bring in the CRM, custodian, portfolio reporting, financial planning software, estate tools, and meeting capture that advisors rely on.
- **Addepar** brings investment intelligence into Claude, giving advisors governed access to portfolio data, analytics and workflows across public and private markets.
- **BlackRock** brings its portfolio construction expertise, model portfolios, and institutional analytics into Claude through Advisor Center, so advisors can deliver holistic advice across public and private markets.
- **Charles Schwab** connects Claude to Schwab Advisor Services custodial data, including balances, positions, transactions, cost basis, alerts, and money-movement status, so advisors can review client information, see which clients need attention, and prepare for reviews.
- **Envestnet** lets advisors summarize Tamarac accounts and households in natural language, with a financial plan snapshot from MoneyGuide.
- **iCapital** brings a client's alternative investment holdings into Claude, enabling advisors to view NAV, commitments, unfunded capital, recent capital activity, and performance, while more easily connecting those insights to the client's broader portfolio.
- **Orion** brings portfolio reporting and Redtail CRM insights into Claude for household reviews, opportunity analysis, meeting prep and follow-up*.*
- **SS&C Black Diamond** brings portfolio, performance, holdings and rebalancing data into Claude, so advisors can review their book, spot clients out of tolerance, surface tax loss harvesting opportunities, and generate client reports, tasks and rebalance sessions with their approval.
- **Wealthbox** connects Claude to client records and meeting history to power onboarding, meeting prep, and follow-up.
- **Wealth.com** gives Claude a structured view of each client's estate and tax picture, including trust and will summaries, tax return insights, and the full balance sheet, so advisors can begin planning with an organized summary of available information instead of documents spread across multiple systems.
- **Vanguard** brings information on its model portfolios and advisor investment solutions into Claude, so advisors can draw on Vanguard's trusted research, portfolio construction, and asset allocation expertise when making decisions for clients.
- **Zocks**, the AI meeting assistant for financial advisors, brings Claude the client intelligence it captures from every conversation, including profiles, goals, life events, and commitments.
These join other [connectors](https://claude.com/connectors) already available in Claude, including Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global, Morningstar, and more.
The Claude for Financial Advisors plugin, which bundles advisor skills and connectors into a single install, works with BlackRock, Charles Schwab, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks, and advisors choose which of these to connect during guided setup. Some partners also offer their own plugins: BlackRock is launching one for Advisor Center, joining existing plugins from S&P Global and LSEG.
## **Skills built around an advisor’s day**
Each skill in the Claude for Financial Advisors plugin supports a specific moment in an advisor's day, from prepping for a client meeting to explaining a drifted portfolio, and routes to tools the firm already uses to run their business. Firms can adopt these skills as is from our Claude for financial advisors skill repository, or adapt them to their own workflows, service model and house style.
- **Advisor onboarding** connects a firm's tools and runs the first meeting prep automatically, helping a new advisor be productive on day one instead of week three.
- **Alternative investments brief** pulls a household's alternative investments from iCapital or Addepar into a meeting-ready summary, shown alongside the rest of the portfolio, instead of an advisor reconciling separate statements by hand.
- **Compliance and AI policy** highlights content that may warrant additional compliance review based on user-configured criteria, assists firms in documenting review workflows, and supports AI-governance documentation processes.
- **Estate and tax brief** checks a client's estate plan against actual account titling and beneficiaries, looks back at the prior year's taxes, and can create CRM follow-up tasks, so mismatches surface for the advisor to review.
- **Portfolio rebalance review** flags drift and concentrated positions against a client's target allocation, and creates a first draft explanation an advisor would otherwise write from scratch.
- **Post-meeting notes and follow-up** turns a transcript into a client summary, a recap email, and CRM tasks in one pass, instead of an advisor doing each by hand after the call.
- **Pre-meeting prep** consolidates information from connected systems (including a client's holdings, recent account activity, and open items from prior meetings) into a single brief for the advisor to review, so they can prepare for and walk in ready for a conversation about that client's specific situation instead of reconstructing context from three systems.
- **Prospect intake** organizes what a prospect shares into a summary, an analyst handoff, and a what-to-expect memo, so the first meeting starts with the basics already in place.
Together, the skills gather information, summarize it, and draft client communications across the advisor’s day. Investment recommendations, client communications, compliance determinations, and other regulated activities remain subject to human review and approval.
## **Built for regulated professionals**
Claude for Financial Advisors is designed so that the advisor stays in control, with approval required on critical tasks. Claude prepares briefs, summaries, and drafts analyses for advisor review, and stages administrative actions like CRM updates or draft client communications for the advisor's review and approval. The compliance skill screens client-facing language against the SEC Marketing Rule to flag potential issues, helps firms document review activities within their existing governance and recordkeeping processes, and includes a self-guided AI-policy workflow that helps firms document their use of AI under SEC rules. Workflow activities can be documented to assist firms in maintaining appropriate records and oversight processes.
## **More households served well**
When Claude handles administrative tasks like meeting prep, follow-up drafts and pipeline review, advisors can spend more of their time serving clients. Practices can expand their customer base, and offer more of the services they need, like tax, estate, insurance, and retirement planning.
Here’s what customers and ecosystem partners have told us about working with Claude:
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“Advisors are navigating increasingly complex client needs while facing an accelerating pace of change across markets and technology. Our work with Anthropic is an important step in our broader effort to bring BlackRock’s portfolio intelligence and asset allocation expertise to more advisors to help them scale their business and build better portfolios. By making our institutional-quality portfolio analytics more accessible, we are helping more advisors leverage our portfolio intelligence so they can spend more time focused on client relationships.”
Jaime Magyera, Head of US Wealth & Retirement Businesses
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“Anthropic builds AI aligned with human values. Mercer Advisors builds family offices aligned with client interests. That shared obsession is core to both firms and anchors our partnership. Claude helps our teams to work seamlessly across clients' financial lives, while judgment and accountability stay with the advisor. That is how AI should work in any profession built on trust.”
Daniel Gourvitch, President
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“We are pleased to see Anthropic's continued investment in capabilities tailored to the unique needs of financial advisors. Our collaboration is rooted in a shared belief that technology should support advisors, not replace them, helping them navigate complexity and more efficiently serve clients while keeping human judgment and discretion at the forefront.”
Ashley McCarthy, Chief Operating Officer & Counsel-Managing Director
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“Vanguard is committed to helping advisors spend more time with clients and less time navigating complexity. Our integration with Claude expands access to Vanguard investment solutions, freeing up advisors' time to deliver more personalized service.”
Sid Ratna, Head of Digital and Analytics, Financial Advisor Services
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“The future of advisor technology will be defined by how well firms can connect trusted data, powerful intelligence, and everyday workflows. Our collaboration with Anthropic reflects Schwab's commitment to helping registered investment advisors (RIAs) leverage innovation within the tools they already use, making it easier to serve clients, scale their practices, and grow with confidence."
Jon Beatty, Head of Schwab Advisor Services
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“AI is already part of the everyday workflow in the advice business. I don't want my CFPs spending hours every week laboring over CRM updates and task assignments. I want them talking to clients and engaged in the planning itself, because that's the part clients truly value. Claude for Financial Advisors is the first thing I've seen that sits on top of the whole stack and does that work across it, with the compliance controls we need built in."
Josh Brown, CEO
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"Nobody at Ritholtz is going to be replaced by a chatbot. The math on this business is hours, not headcount: an advisor has a finite number of them, and most were going to prep and paperwork instead of the people who actually pay us. Claude for Financial Advisors can move that busy work forward across the systems we already use, with the advisor staying in the loop on anything t