1 points | by foxtrot8672 an hour ago
1 comments
Financial advisors can now connect Claude to the custodians, portfolio platforms, CRMs, and planning tools they depend on, along with new skills tailored to the daily work of a financial advisor.
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Financial advisors can now connect Claude to the custodians, portfolio platforms, CRMs, and planning tools they depend on, along with new skills tailored to the daily work of a financial advisor.
[...]