Wealthbox

Wealthbox is a CRM platform for financial advisors.

Anthropic Launches Claude for Financial Advisors

September 15, 2026

Anthropic released connectors and workflow skills that bring custodian, portfolio, CRM and planning data from firms including Schwab, BlackRock and Vanguard into Claude for financial advisors.

Wealthbox Connects Advisor CRM Data to Claude

September 14, 2026

A new Wealthbox connector lets financial advisors access client history, notes, tasks, and other CRM data through Claude.
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