Claude moves onto the advisor's desk: connectors to custodians and planning tools, with meeting prep and follow-up drafted for review
Anthropic released Claude for Financial Advisors, a plugin that connects Claude to the custodians, CRM, portfolio reporting, planning, estate and tax tools advisors already use, and adds skills for meeting prep, rebalance review, post-meeting notes and follow-up, and compliance checks. Anthropic cites Kitces research that a typical advisory practice spends only about a sixth of its time in client meetings, with the rest going to cross-system preparation and documentation. The plugin is available today, and regulated activities such as investment recommendations, client communications and compliance determinations remain subject to human review and approval.