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AI Guides & How-Tos
Practical guides for professionals using AI to save time and work smarter
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.
How to Use the MarketXLS MCP to Build Portfolio Reports (Financial Advisors)
Wire MarketXLS's portfolio + market-data APIs into Claude via MCP, then chain it for quarterly client letters that explain returns in plain English — without the compliance pitfalls of generic AI.
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.
How to Install the Financial Advisor Claude Plugin (Cowork & Code)
Step-by-step installation guide for the Financial Advisor Claude plugin from The AI Career Lab — works in both Claude Cowork (chat) and Claude Code (terminal). What you get, how to install, and your first run.
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.