嘉信理财扩展Claude及其他AI驱动选项
· wealthmanagement.com
RIA公司将获得嘉信理财提供的4,800美元信用额度，用于一年期Claude for Financial Advisors服务，使小型公司也能提前使用。
Schwab has made its recently announced partnership with Claude for Financial Advisors available through its central platform for registered investment advisors ...