About
Anthropic's collection of intelligent agents, skills, and data connectors for the financial services industry, designed to accelerate core financial workflows such as investment banking, equity research, private equity, and wealth management. Available as a Claude Cowork plugin or via the Claude Managed Agents API, it assists analysts in drafting financial models, memos, research notes, and reconciliations. All outputs require human review and do not provide investment recommendations or execute transactions, focusing on augmenting professionals' analytical work with Claude's capabilities.
Features
- Specialized AI agents and skill sets for the financial industry
- Covers core financial verticals like investment banking, equity research, private equity, and wealth management
- Flexible deployment via Claude Cowork plugins and Managed Agents API
- Deep integration with multiple financial data providers like Daloopa, S&P Global, FactSet
- Assists in generating financial models, research reports, due diligence, and other analytical work products
Supported Platforms
Links
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