Jump Expands Claude Integration With New Advisor Skills

Published on October 27, 2026

Jump broadens its Anthropic partnership, rolling out skills meant to transform advisor-client conversations into organized follow-up tasks, recaps and commitment tracking.

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$1.1B Georgia Team Leaves Raymond James for Independence

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The Stribling-Whalen Financial Group is custodying client assets with Fidelity and works high-net-worth individuals, families and business owners in Georgia and other states.

Anthropic Expands Claude Advisor Tool

October 27, 2026
The flurry of integrations, including CAIS, Conquest, FINNY, Invesco and MSCI, comes a day after Anthropic filed for its highly anticipated IPO.