Anthropic Launches Claude for Advisors

Anthropic has introduced new tools connecting its Claude chatbot with wealth-management software. The launch follows a similar release by OpenAI as AI firms target financial services.

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Claude logo in this illustration taken June 5, 2026. REUTERS/Dado Ruvic/Illustration

Anthropic launched Claude for Financial Advisors on Monday morning, connecting its AI chatbot to wealth-management software from BLACKROCK INC and SCHWAB (CHARLES) CORP to automate client meeting preparation and portfolio reviews.

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