Home / New releases / Schwab Advisor Center adds Claude for Financial Advisors, Wealth.com's Ester and Nevis

Product update2026-10-28via Charles SchwabGeneral AI Assistants for Firms

Schwab Advisor Center adds Claude for Financial Advisors, Wealth.com's Ester and Nevis

Schwab Advisor Services made Anthropic's Claude for Financial Advisors and Wealth.com's Ester tax and estate planning AI available through Schwab Advisor Center for RIAs, and announced a partnership with and investment in Nevis, an AI operations platform.

Read the announcement ↗Official site ↗

Mixed: free introductory Ester access; Claude requires a paid Anthropic planProprietaryWeb (Schwab Advisor Center)by Charles Schwab, Anthropic, Wealth.com, Nevis

Why it matters

For RIAs that custody with Schwab. Advisors can now connect Claude to Schwab Advisor Center data through an authenticated connection and open Ester for tax and estate document review from inside Advisor Center, so these AI tools work with custodial data rather than copy-and-paste.

What's new

Claude for Financial Advisors, Anthropic's suite of connectors and workflow skills for research, meeting prep and documentation, can access Schwab Advisor Center data through an authenticated connection.
Ester from Wealth.com lets advisors ask tax and estate planning questions, upload trusts, wills and tax returns to ask about them, run guided review workflows, and create estate flowcharts and beneficiary maps.
Schwab says Ester uses rules-based engines for core tax and estate calculations, will not answer questions outside tax and estate planning, and that advisors review every output before acting.
Ester's introductory experience is available now at no cost until February 2027; a paid offering that connects to authorized Schwab data is due in the first quarter of 2027.
Schwab announced a strategic partnership with and investment in Nevis, an AI operations platform for meeting prep, client servicing and onboarding. Schwab is also a minority investor in Wealth.com.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth a look if: Your firm custodies with Schwab and you want AI research and tax or estate document review that works with your Advisor Center data.

Worth knowing: Connecting an AI assistant to custodial account data exposes client positions and history to a third-party model, so review Anthropic's and Wealth.com's data terms and your compliance and recordkeeping obligations before enabling it. Schwab invests in Wealth.com and Nevis.

Quick facts

Pricing	Ester's introductory experience is free until February 2027, then paid. Claude for Financial Advisors pricing isn't stated in Schwab's release; trade press reports enterprise plans with a 20-seat minimum and a $4,800 usage credit for RIAs who sign up by Nov. 30.not verified
Free or paid	Mixed: free introductory Ester access; Claude requires a paid Anthropic plan
License	Proprietary
Type	Cloud software (SaaS)
Platform	Web (Schwab Advisor Center)
GitHub stars	n/a (not a GitHub project)
Maker	Charles Schwab, Anthropic, Wealth.com, Nevis

How it ranks

Claude Team / Enterprise is ranked #4 in General AI Assistants for Firms. See our Claude Team / Enterprise review and score. This update hasn't changed the score; scores change only when we re-review a tool against the rubric.

What we couldn't verify

quick_facts.pricing (Claude seat minimum and $4,800 credit reported by Yahoo Finance and trade press, not in Schwab's release)

Checked 2026-10-29 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.