Claude for Financial Advisors

“Good financial advice depends on knowing what’s going on in a client’s life, not just what’s in their accounts,” said Mark Gilbert, CEO and Co-founder of Zocks. “The expanded collaboration between Claude and Zocks brings together data and personal client context that used to be fragmented across sources and systems. Now, every task and analysis through Claude is grounded in a more complete understanding of the client. It also gives enterprise firms greater flexibility to build AI workflows around how their advisors actually work.”

“MCPs are fundamentally changing how we build technology for advisors. With Claude and Zocks integrated directly into our stack, problems that once required months of configuration and dependence on outside partners can increasingly be solved by our own development team. That gives us the freedom to move faster, work with best-in-class partners, and build around the way advisors actually operate. Instead of asking advisors to adapt to technology, we can make the technology adapt to them.”

“Advisors have spent years building deep client context in Wealthbox. This lets them bring that context straight into Claude and put a frontier model to work on it, such as preparing for meetings, handling follow-up, drafting communications, while everything stays connected to the CRM their practice runs on."”

“Advisors are navigating increasingly complex client needs while facing an accelerating pace of change across markets and technology. Our work with Anthropic is an important step in our broader effort to bring BlackRock’s portfolio intelligence and asset allocation expertise to more advisors to help them scale their business and build better portfolios. By making our institutional-quality portfolio analytics more accessible, we are helping more advisors leverage our portfolio intelligence so they can spend more time focused on client relationships.”

“Anthropic builds AI aligned with human values. Mercer Advisors builds family offices aligned with client interests. That shared obsession is core to both firms and anchors our partnership. Claude helps our teams to work seamlessly across clients’ financial lives, while judgment and accountability stay with the advisor. That is how AI should work in any profession built on trust.””

“We are pleased to see Anthropic’s continued investment in capabilities tailored to the unique needs of financial advisors. Our collaboration is rooted in a shared belief that technology should support advisors, not replace them, helping them navigate complexity and more efficiently serve clients while keeping human judgment and discretion at the forefront.”

“Vanguard is committed to helping advisors spend more time with clients and less time navigating complexity. Our integration with Claude expands access to Vanguard investment solutions, freeing up advisors’ time to deliver more personalized service.””

“The future of advisor technology will be defined by how well firms can connect trusted data, powerful intelligence, and everyday workflows. Our collaboration with Anthropic reflects Schwab’s commitment to helping registered investment advisors (RIAs) leverage innovation within the tools they already use, making it easier to serve clients, scale their practices, and grow with confidence."”

“AI is already part of the everyday workflow in the advice business. I don’t want my CFPs spending hours every week laboring over CRM updates and task assignments. I want them talking to clients and engaged in the planning itself, because that's the part clients truly value. Claude for Financial Advisors is the first thing I’ve seen that sits on top of the whole stack and does that work across it, with the compliance controls we need built in.”

“Nobody at Ritholtz is going to be replaced by a chatbot. The math on this business is hours, not headcount: an advisor has a finite number of them, and most were going to prep and paperwork instead of the people who actually pay us. Claude for Financial Advisors can move that busy work forward across the systems we already use, with the advisor staying in the loop on anything that reaches the client. That gives us meaningful time back across the firm, so clients get faster responses and more focused attention.”

“This is the moment the industry stops adapting to AI and starts running on it. The way we see it, Anthropic is the engine, Dynasty is the plane, and the advisor is always the pilot. We build the plane so advisors can fly it, at scale, safely, without ever touching the machinery underneath. The result is, we are not giving advisors another dashboard, we are giving them their time back!””

“Every hour an advisor spends assembling information is an hour not spent with a client. Bringing Claude together with Tamarac and MoneyGuide means an advisor can understand certain elements of a household or a financial plan in the time it takes to ask.”

“As private markets become a larger part of client portfolios, advisors need easier ways to navigate complexity. iCapital combines a comprehensive marketplace with the data and infrastructure to manage specialized investments, and connecting that data through Claude helps turn investment intelligence into actionable insights.”

“AI is most effective for advisors when it works with the data and systems they already use. Connecting Claude with SS&C Black Diamond Wealth Solutions allows advisors to bring client and portfolio information into their workflows, reducing preparation time and ensuring they remain in Control.”

“Addepar has built the data and intelligence foundation that the world’s leading investment professionals rely on to manage nearly $10 trillion in assets, with the governance, rigor and controls built natively into our platform. Addepar’s collaboration with Anthropic brings our uniquely deep understanding of sophisticated investment portfolios into Claude, giving clients access to Addepar’s industry-leading portfolio intelligence wherever they work.”

“Estate and tax are the layers of a client’s plan that have to be exact. Advisors already trust Wealth.com as the system of record for the estate and tax positions their clients actually have. Inside Claude, that record can answer questions directly, with every figure tracing back to the source document that produced it.”

“Advisors do their best work with the full picture of a client in front of them. Connecting Salesforce to Claude lets the relationships firms have built on our platform travel with the advisor, within the permissions and controls they already have in place. Together with Anthropic we're giving firms more ways to put that trusted client data to work for the people they serve.”

“Clients never see the work behind a good meeting, but they feel it when it’s missing. Through our collaboration with Anthropic, Orion’s plugin for Claude for Financial Advisors brings a firm’s portfolio and CRM data into meeting prep, follow-up drafts and pipeline review, all within the firm’s existing permissions and controls. The technology handles more of the preparation in the background so the advisor can stay focused on the client and the conversation. Advisors walk in prepared, without spending hours pulling everything together.”

“Good financial advice depends on knowing what’s going on in a client’s life, not just what’s in their accounts,” said Mark Gilbert, CEO and Co-founder of Zocks. “The expanded collaboration between Claude and Zocks brings together data and personal client context that used to be fragmented across sources and systems. Now, every task and analysis through Claude is grounded in a more complete understanding of the client. It also gives enterprise firms greater flexibility to build AI workflows around how their advisors actually work.”

“MCPs are fundamentally changing how we build technology for advisors. With Claude and Zocks integrated directly into our stack, problems that once required months of configuration and dependence on outside partners can increasingly be solved by our own development team. That gives us the freedom to move faster, work with best-in-class partners, and build around the way advisors actually operate. Instead of asking advisors to adapt to technology, we can make the technology adapt to them.”

“Advisors have spent years building deep client context in Wealthbox. This lets them bring that context straight into Claude and put a frontier model to work on it, such as preparing for meetings, handling follow-up, drafting communications, while everything stays connected to the CRM their practice runs on."”

“Advisors are navigating increasingly complex client needs while facing an accelerating pace of change across markets and technology. Our work with Anthropic is an important step in our broader effort to bring BlackRock’s portfolio intelligence and asset allocation expertise to more advisors to help them scale their business and build better portfolios. By making our institutional-quality portfolio analytics more accessible, we are helping more advisors leverage our portfolio intelligence so they can spend more time focused on client relationships.”

“Anthropic builds AI aligned with human values. Mercer Advisors builds family offices aligned with client interests. That shared obsession is core to both firms and anchors our partnership. Claude helps our teams to work seamlessly across clients’ financial lives, while judgment and accountability stay with the advisor. That is how AI should work in any profession built on trust.””

“We are pleased to see Anthropic’s continued investment in capabilities tailored to the unique needs of financial advisors. Our collaboration is rooted in a shared belief that technology should support advisors, not replace them, helping them navigate complexity and more efficiently serve clients while keeping human judgment and discretion at the forefront.”