Anthropic expanded Claude for Financial Advisors on Tuesday, October 27, growing its partner connector list to 22 tools covering customer relationship management, custodians, portfolio reporting, financial planning software, estate tools and meeting capture. The connectors sit alongside broader Claude integrations such as Microsoft 365, Salesforce, DocuSign, Box, S&P Global and Morningstar.

The product, launched September 14, pairs the connectors with workflow skills for meeting prep, portfolio analysis and compliance checks, so Claude can act on the connected data rather than just chat about it. Anthropic's pitch is time: when Claude handles prep, follow-up drafts and pipeline review, advisors can spend more of their time serving clients and take on more of them.