Schwab Integrates Anthropic's Claude with Advisor Platform for 16,000+ RIAs on September 14

According to a BusinessWire announcement on September 14, Charles Schwab partnered with Anthropic to make Claude for Financial Advisors available to more than 16,000 independent registered investment advisers (RIAs) served by Schwab Advisor Services. Schwab Advisor Services is the first RIA custodian integrated with Claude for Financial Advisors. The authenticated connection allows advisers to access custodial information, portfolio data, and CRM systems directly within Claude. The product is designed to support meeting preparation, plan updates, and follow-up drafts while maintaining adviser approval for all outputs and including audit trails for regulatory compliance.
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