Anthropic Expands Integrations With Claude for Financial Advisors

Anthropic has added more connectors from partners to its Claude for Financial Advisors, the company said in a Tuesday (Oct. 27) update to an article originally published Sept. 14. The list of connectors in the updated article now includes 22 connectors to tools used by financial advisors. These are in addition to other connectors already available in Claude, such as Microsoft 365, Salesforce, DocuSign, Box, S&P Global and Morningstar. “New connectors bring in the [customer relationship management], custodian, portfolio reporting, financial planning software, estate tools and meeting capture that advisors rely on,” Anthropic said in the article. Please add us to your preferred sources list so our news, data and interviews show up in your feed. Thanks! When Anthropic introduced Claude for Financial Advisors on Sept.

Also reported by Wealth Management.

First reported by PYMNTS.com. This page is a short excerpt; the full text is theirs.