Wealthbox Brings Advisor CRM Data to "Claude for Financial Advisors"

<p>Wealthbox extends its AI workspace with a new Claude connector and prebuilt skills for advisor workflows. PROVIDENCE, R.I., Sept. 14, 2026 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announced it is a launch partner for Claude for Financial...</p>