• Schwab Advisor Services™ is the first RIA custodian included in Anthropic's new Claude for Financial Advisors
  • The new offer brings together connectors and skills to help advisors with research, prep and analysis and is compatible with the tools they already use
  • RIAs willaccess Schwab Advisor Center® from Claude through an authenticated connection, bringing together the tools they use to better serve their clients

Schwab Advisor Services, Charles Schwab's business supporting the growth and success of independent registered investment advisors (RIAs), today announced it is working with Anthropic to bring Claude for Financial Advisors, Anthropic's new offering, directly to the 16,000-plus independent RIAs Schwab serves.

Claude for Financial Advisors is designed to support the work that advisors complete throughout a day — from prepping for a client meeting to helping explain a portfolio change. It features skills and new connectors to tools the firm already uses to run their businesses, including CRM, custody, portfolio reporting, financial planning, estate planning, and meetings.