Schwab Advisor Services, Charles Schwab’s business supporting the growth and success of independent registered investment advisers (RIAs), has announced it is working with Anthropic to bring Claude for Financial Advisors, Anthropic’s new offering, directly to the 16,000-plus independent RIAs Schwab serves.
Claude for Financial Advisors is designed to support the work that advisers complete throughout a day — from prepping for a client meeting to helping explain a portfolio change. It features skills and new connectors to tools the firm already uses to run their businesses, including CRM, custody, portfolio reporting, financial planning, estate planning and meetings.
Advisers can get more value from the tools they already use — from financial planning and CRM to portfolio accounting and custody — with audit logs for admins to review. The solution is designed to help with areas such as meeting preparation, financial plan updates, analytics and drafting client f
