Story · Family office·
Invesco, CAIS, FINNY, Conquest and J.P. Morgan's 55ip add connectors to Claude for Financial Advisors
○ Auto-checkedReported
Anthropic added a new group of partners to Claude for Financial Advisors, announced on the opening day of Schwab IMPACT, six weeks after the product launched. Invesco, FINNY, CAIS, Conquest and J.P. Morgan Asset Management's 55ip announced connectors, with 55ip's ActiveTax tax-transition technology now available inside Claude. Jump is also adding Claude skills on top of its existing connector.
Why it matters for investors
Asset managers, alts platforms and tax-transition tools are now plugging directly into Claude, so RIAs can reach model portfolios, alternatives and tax workflows from one assistant.
Source
InvestmentNews · investmentnews.com · Found in the news · source checked Oct 27, 2026
Related tools
Jump: AI assistant for financial advisors.Claude: General AI assistant from Anthropic with Claude Code, Cowork and MCP connectors.Addepar: Wealth data and reporting.Masttro: Wealth platform for family offices.
Spot an error? Submit a correction
More for Family office
- Nevis raises $70M Series B led by EQT Ventures for its AI wealth management platform
- Beady AI launches risk screening and daily portfolio monitoring for venture and investment funds
- FinTurk adds FinBox, an AI inbox assistant that drafts client email replies for RIAs inside its CRM
- Anthropic plans additional waves of Claude for financial advisers after 60,000 installs
Get the week’s best in The Brief, every Friday
One email a week. Free.