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. Anthropic’s new offering connects ​Claude with ​data and ⁠software from firms including Envestnet, iCapital, Orion, Wealthbox, Wealth.com and Zocks.

Full report : Anthropic debuts Claude for Financial Advisors, with connectors to investment analytics and wealth-management tools from BlackRock, Addepar, Schwab, and others.