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Claude for Financial Advisors
In network coverage since October 13, 2026 · 1 story
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Anthropic announces Claude plugin connecting to Schwab, Orion and advisor systems
The plugin connects to providers including Schwab, Orion, Addepar, BlackRock, Envestnet, iCapital, Wealthbox, Wealth.com and Zocks, with advisors choosing which services to connect during setup.