Anthropic on September 14, 2026 released Claude for Financial Advisors, a plugin that bundles connectors to custodians, asset managers, and wealth-technology providers with workflow skills built around an advisor's daily work. The plugin is available to Enterprise customers through the Cowork plugin browser. Connectors Across Custody, Portfolio Data, and CRM Anthropic described the release as a suite of connectors and workflow skills aimed at the research, preparation, and documentation tasks…
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