The logging tier is the compliance story, not the model

Anthropic launched Claude for Financial Advisors today, September 14, with eleven partner connectors. Schwab custodial data, Addepar portfolios, iCapital alternatives, Wealthbox CRM and estate files from Wealth.com, among them.

The packaged skills are the ordinary advisor workload. Pre-meeting prep across systems. Rebalance review that flags drift and concentrated positions. Estate and tax briefs. Post-meeting notes turned into CRM tasks. Compliance screening against the SEC Marketing Rule.

What changes is the read path. The model pulls from systems of record instead of whatever someone pasted into a chat window.

What does not change is who owns the obligation over that data. Anthropic recommends Enterprise plans for registered investment advisers specifically because of audit log support. That tells you the logging tier is the compliance story here, not the model.

Before anyone at your firm switches a connector on, ask whether a connector read of client positions lands in an audit log you could produce during an exam, and on which plan tier. I spent a decade in bank data governance and that answer was never on the product page.

Pricing was not disclosed. Firms requesting a new license before the end of September get a one-time usage credit.

Twelve outlets carried this in under two hours, tracked on SIGNAL / NOISE, an open-source board I run.

For RIA operations people: which of those eleven connectors does compliance approve first, and which one never gets approved?