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Tuesday, October 13, 2026The Morning Brief →Sign in
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Wealthbox

In network coverage since August 20, 2026 · 7 stories
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practice

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.
RIA · Sep 21Schwab's Claude deal sells data terms, not a better model
RIA · Sep 14Anthropic bought distribution for Claude, one connector at a time
practice · Sep 14Anthropic's advisor suite hands the AI edge to firms with clean permissions
RIA · Sep 14Anthropic's RIA play runs through seven integration partners
RIA · Aug 21The 7.5 out of 10 problem hanging over every RIA CRM
RIA · Aug 20AI notetakers push beyond the transcript as CRM platforms close in
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