The move extends the February collaboration and positions the firm as the access point to firm-level governance.
Orion Advisor Solutions (Orion), a Nebraska-based financial technology and investment services company, has expanded its collaboration with Anthropic by launching its model context protocol (MCP) connector as part of Claude for Financial Advisors, announcing at the Future Proof Festival. Orion’s MCP connector functions as an integration between Orion and Claude The connector brings Orion Connect portfolio data and Redtail CRM into Claude, allowing advisers and their teams to prep