The offering aims to consolidate daily tasks across planning, reporting and custody tools, with secure access to Schwab Advisor Center.
Schwab Advisor Services (Schwab), Charles Schwab’s business supporting the growth of registered investment advisers (RIAs), is working with Anthropic to bring Claude for Financial Advisors to more than 16,000 independent RIAs it serves in what the firm describes as the ‘only RIA custodian’ to be included in the new offering. RIAs will be able to access Schwab Advisor Center through an authenticated connection in Claude Claude for Financial Advisors is intended to support da