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What Anthropic’s new Claude tool could mean for advisors in Canada

The Globe and Mail ·

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Summary

Anthropic has launched Claude for Financial Advisors, a set of task-specific prompts and software connections that work inside Claude’s existing web interface. The tools can help advisors prepare for meetings and follow up using client data from connected services, but most of the 11 launch connections serve the United States, limiting their current usefulness in Canada. Toronto financial planner Jason Pereira says Canadian firms can build their own connections, though Canadian custodians may not yet be technically ready to integrate.