iCapital brings alternative investment data into Claude for Financial Advisors

At iCapital, we are committed to supporting advisors by providing the mission-critical infrastructure and intelligence they need to serve clients more effectively and operate more efficiently. We are excited to expand our partnership with Anthropic and bring a new Claude connector to the iCapital platform as part of Anthropic’ s Claude for Financial Advisors , enabling advisors to ask Claude about a client’s private fund holdings, valuations, transactions and performance, and see them alongside the rest of the portfolio. Artificial intelligence is rapidly becoming an essential part of the advi