Anthropic targets financial advisers with new Claude tool
Claude logo in this illustration taken June 5, 2026. REUTERS/Dado Ruvic/Illustration
Read a summary of this article on FAST.
Get bite-sized news via a new
cards interface. Give it a try.
Click here to return to FAST
Tap here to return to FAST
FAST
Sept 14 : AI lab Anthropic on Monday launched a set of tools for financial advisers, connecting its Claude chatbot to investment analytics and wealth-management software from firms including BlackRock, Charles Schwab and Addepar.
The product, called Claude for Financial Advisors, is designed to help financial services firms prepare for client meetings, review portfolios and handle follow-up work.
The launch comes days after rival OpenAI introduced a version of ChatGPT for the industry, targeting investment bankers and equity researchers with tools for financial research, modeling and client materials.
It also builds on Anthropic’s broader push into financial services, where it has developed tools based on its AI model Claude for tasks including investment research, portfolio analysis, financial modeling and preparing client materials.
Guess Word
Crack the word, one row at a time
Buzzword
Create words using the given letters
Mini Sudoku
Tiny puzzle, mighty brain teaser
Mini Crossword
Small grid, big challenge
Word Search
Spot as many words as you can
Anthropic’s new offering connects Claude with data and software from firms including Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks.
The announcement comes as the pace and cost of AI development faces growing scrutiny, with industry leaders increasingly questioning whether spending can be sustained and how quickly the technology should advance amid mounting fears of misuse.
Source: Reuters
Sign up for our newsletters
Get the CNA app
Stay updated with notifications for breaking news and our best stories
Get WhatsApp alerts
Join our channel for the top reads for the day on your preferred chat app
Get bite-sized news via a new
cards interface. Give it a try.
Click here to return to FAST
Tap here to return to FAST
FAST
