The company says the development allows advisers to evaluate manager performance and portfolio allocations within a single, unified interface.
Alternative investment platform CAIS said that it has integrated Anthropic’s Claude into its system to provide financial advisers with direct access to investment intelligence within their existing workflows. The integration operates through a Model Context Protocol server The firm stated that the integration operates through a Model Context Protocol server, allowing users to query fund data, analyse performance and generate portfolio insights without switching systems. The integratio