Wealth management
Anthropic built the starter kit: connectors to the platforms advisors already use, workflows for the work that fills an advisor's week, and a guided setup. Vaughn Harvey & Co makes it run inside your RIA, with your rules, your systems, your compliance and your advisors' voice.
The custody, portfolio, planning, CRM and meeting tools advisors already run, including Schwab, BlackRock, Vanguard, Addepar, Envestnet, Orion, Black Diamond, iCapital, Wealthbox, Wealth.com and Zocks, alongside Microsoft 365, Salesforce, DocuSign, FactSet and Morningstar.
Skills for pre-meeting prep and prospect intake, post-meeting notes and follow-up, portfolio rebalance review, estate and tax briefings, alternative investment briefings, and compliance and AI policy review.
An onboarding skill that learns the firm and its process before it starts. Available on Claude Enterprise plans.
The right plan for a regulated firm, seats planned against the Enterprise minimum, spend caps by user, group and firm, role-based access and sensible model defaults.
Audit logs and the Compliance API connected to your archive, human approval before anything reaches a client or the CRM, and a review of skill output against Reg BI, suitability and the Marketing Rule.
Your investment policy, templates, house views and compliance rules layered into the generic skills, plus custom skills where you need them, published as one firm version to every advisor.
Custodian, CRM and portfolio systems connected with read-only access first, and a governed data layer for firm data the standard connectors do not reach.
Champions, proficiency by role and usage measured by advisor and team, run with our People Agenda playbook.
The plugin learns the firm's process. Advisor Presence adds each advisor's own judgment and voice, so drafts sound like the advisor, not the firm.
Licensing, compliance, data and the first workflows, agreed with your leadership and compliance team.
A small group of advisors live on the agreed workflows, with usage and quality measured.
The firm version published to every advisor, with adoption tracked and support in place.
Vaughn Harvey & Co is independent. Firms license Claude directly from Anthropic; we help them implement it.
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