At a glance
- Claude supports research, meeting preparation and documentation.
- The paid version will let advisors connect authorized Schwab data and choose which clients the tool can access.
- At the desk, documentation review and guided planning workflows cost nothing through February; the connection to authorized Schwab data and client-level permissions arrive with the paid version in the first quarter of 2027.
Schwab Advisor Services added Anthropic's Claude for Financial Advisors and Wealth.com's Ester tax and estate planning tool to the capabilities advisors reach through Schwab Advisor Center, according to Wealth Solutions Report. Claude supports research, meeting preparation and documentation. Ester's introductory version provides guided planning workflows and document review.
Ester is free until February, with a paid offering planned for the first quarter of 2027. The paid version will let advisors connect authorized Schwab data and choose which clients the tool can access.
At the desk, documentation review and guided planning workflows cost nothing through February; the connection to authorized Schwab data and client-level permissions arrive with the paid version in the first quarter of 2027. Advisors who build the tool into estate and tax conversations this winter will be choosing next year whether the paid tier earns a place in the stack.
Reported by the Practice management desk from Wealth Solutions Report. Published . Corrections