Claude for Financial Advisors

A Claude Cowork plugin with connectors and ready-made workflows for wealth management firms and financial advisors.

Adds 11 new connectors: Addepar, BlackRock, Charles Schwab, Envestnet, iCapital, Orion, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard, and Zocks
Also works with existing connectors including Microsoft 365, Salesforce, DocuSign, Box, FactSet, S&P Global, and Morningstar
Includes skills for pre-meeting prep, post-meeting notes and follow-up, prospect intake, advisor onboarding, portfolio rebalance reviews, estate and tax briefs, alternative investment briefs, and compliance and AI policy review
Pulls client data into meeting briefs, drafts follow-ups, flags compliance issues, and creates CRM tasks, with the advisor approving anything before it reaches a client
Available now as a Claude Cowork plugin, with the Enterprise plan recommended for registered investment advisers because it includes audit logs
Firms that request licenses before the end of September 2026 get a one-time usage credit

Meeting prep, post-meeting follow-ups, and client paperwork that pull from several wealth management platforms.

An advisor spends more time assembling client data across systems than talking to clients.

Financial advisors and operations staff at registered investment advisory firms.

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