{"id":848169,"date":"2026-09-15T03:02:18","date_gmt":"2026-09-15T03:02:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/848169\/"},"modified":"2026-09-15T03:02:18","modified_gmt":"2026-09-15T03:02:18","slug":"anthropics-big-deal-claude-for-financial-advisors-feels-the-love-at-future-proof","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/848169\/","title":{"rendered":"Anthropic\u2019s ‘big deal’ Claude for Financial Advisors feels the love at Future Proof"},"content":{"rendered":"

\n \u201cToday is as big moment as I have seen in my career,\u201d said Shirl Penney of Dynasty Financial Partners.\n <\/p>\n

The biggest buzz on the first day of the Future Proof Festival in Huntington Beach was undoubtedly the launch of Claude for Financial Advisors, which saw AI heavyweight Anthropic join forces with a host of major wealth management<\/a> players such as Dynasty Financial and Charles Schwab.<\/p>\n

The technology, unveiled Monday, can connect Claude to custodians, portfolio platforms, CRMs, and planning\u00a0tools<\/a>.<\/p>\n

Shirl Penney, founder and CEO of Dynasty Financial Partners, lavished praise on the technology during a well-attended panel discussion on Future Proof\u2019s spectacular Ocean Stage. \u201cI think it\u2019s a big deal for a couple of reasons \u2026 how many of you, advisors in the audience, got into the industry because you wanted to spend 80%-plus of your work week on middle and back-office bullshit?\u201d he said. \u201cHow many of you got into the business because you wanted to spend more time with your clients and you wanted to help more people?\u201d<\/p>\n

Penney also pointed to the wealth management heavyweights who are working with Anthropic on Claude for financial advisors. \u201cYou have so many of the biggest players in the industry \u2013 you have the largest custodian, with Schwab, you have the largest asset manager in the industry with Blackrock, and some of the other largest players, with iCapital,\u201d he said. \u201cThis is, I think, a really important in time because we have more and more Americans in need of financial advice, the cost of service continues to go up.\u201d<\/p>\n

Other companies involved in the launch include Addepar, Envestnet<\/a>, iCapital, SS&C Black Diamond, Wealthbox, Wealth.com, Vanguard and Zocks.<\/p>\n

\u201cToday is as big moment as I have seen in my career in the independent space given the level of alignment and enthusiasm,\u201d added Penney.<\/p>\n

\u201cAnthropic is the responsible AI player,\u201d said Peter Nolan, head of asset and wealth management at Anthropic, when asked during the panel about how Claude will work with the various systems. \u201cWe don\u2019t train on data, it\u2019s as simple as that,\u201d he said, later in the panel discussion, addressing a broader concern about Anthropic’s AI systems.<\/p>\n

Advisors in the audience told InvestmentNews that they see Claude\u2019s integration into the advisor tech stack as a positive. \u201cI am sort of more in the camp that it\u2019s something that will be able to tremendously help advisors, not replace them,\u201d said Charlie Rocco, CEO of Moneco Advisors. \u201cI think that the ability to, in natural language, query and update all the various systems that we have will be a game changer.\u201d<\/p>\n

Hugh Gallagher, CEO of Dublin, Ireland-based Peak Financial had crossed the Atlantic for Future Proof. \u201cIt\u2019s really good, they have all these seamless integrations over here, there\u2019s APIs where systems talk to other systems,\u201d he said. \u201cBut the Irish system is still more fragmented.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"\u201cToday is as big moment as I have seen in my career,\u201d said Shirl Penney of Dynasty Financial…\n","protected":false},"author":2,"featured_media":848170,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-848169","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/848169","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=848169"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/848169\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/848170"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=848169"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=848169"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=848169"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}