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Practical guides for professionals using AI to save time and work smarter
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Guidefinancial advisor
Claude for Financial Services: What Anthropic's Free Plugin Does (and the Layer It Leaves to You)
Anthropic shipped a free Claude for Financial Services plugin that builds plans, models, and rebalances. Here's exactly what it covers, what it leaves out, and how advisors fill the compliance and client-communication gap.
Jun 13, 20268 min read
Guidefinancial advisor
Best AI Tools for Financial Advisors in 2026
A curated list of the best AI tools for financial advisors in 2026 — plan summaries, review letters, meeting notes, and recommendation memos.
Apr 8, 20268 min read
Guidefinancial advisor
AI for Financial Advisors: Better Plan Summaries in Less Time
How financial advisors use AI to create plan summaries, client review letters, meeting notes, and recommendation memos that save hours and impress clients.
Mar 7, 20267 min read