Who can help set up Claude for Financial Advisors?
By Dr. Leigh Coney, Founder of WorkWise Solutions · Updated September 28, 2026
Short answer: Five kinds of help: Anthropic's own guided /onboarding skill and setup webinar; your custodian or platform, such as Schwab for its RIAs or Dynasty for its network; wealth management technology consultants and outsourced CTOs; specialist Claude consultants such as WorkWise Solutions, which charges a fixed $10,000 for firms of up to 10 people; and your compliance consultancy for the governance piece. Small firms with a simple stack can often do it themselves.
Start by asking whether you need anyone. A firm of a few people on one CRM and one portfolio system can install the plugin, run /onboarding and follow a setup guide in an afternoon, then spend a week piloting.
Outside help earns its fee in three situations: several systems to connect under the right permissions, a CCO who wants the records and supervision questions closed before launch, and nobody inside with time to run a proper pilot.
Whoever you talk to, ask them five things. Have you installed this plugin and run its skills? Which of our systems have you connected before? How will our records reach our archive? What will you change in the compliance skill for our firm? What do we own at the end?
Walk away from anyone who promises the setup will make you compliant, who wants to resell your licenses at a markup, or who proposes custom AI before you have used the eight skills Anthropic already built.
WorkWise Solutions, which publishes this answer, is a specialist in the fourth group: an Anthropic Claude Partner that sells no licenses, charging $10,000 for firms of 1 to 10 people and $20,000 for 11 to 25.