Claude for advisors opens with 11 connectors

Anthropic launched Claude for Financial Advisors with 11 new connectors spanning custodians, portfolio platforms, CRMs, estate tools, and meeting capture, according to its product announcement. The accompanying skills cover meeting prep, portfolio-rebalance review, compliance and AI-policy checks, and follow-up; critical actions remain subject to advisor approval, and the plugin is available today with Enterprise recommended for audit logs. The practical signal is distribution through systems of record, not a new model: financial-services teams can compare this integration-first approach with Google’s agentic enterprise stack before signing up for another standalone assistant.