Financial Advisors Can Use Claude

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. 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. The rest goes to work around those meetings, piecing together information across systems to prepare, plan, and document what was discussed.

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