J.P. Morgan integriert Steuerspar-Tool 55ip in Claude fuer Finanzberater

Posted on Oct 27 • Originally published at fathom.news

J.P. Morgan 's 55ip unit is plugging its tax-cutting investment software into Anthropic 's Claude, so financial advisors can rebalance client portfolios and trim tax bills without leaving the chat.

55ip said on Tuesday that its software will work inside Claude for Financial Advisors, Anthropic's version of its AI assistant built for people who manage other people's money. 55ip makes software that helps advisors put together portfolios and make trades with taxes in mind. Advisors will now be able to use those tools by asking Claude, instead of switching to a separate program.

When an advisor rebalances a client's investments, some sales can trigger a tax bill. Tax-smart software picks which holdings to sell, and when, to keep that bill as small as possible. Inside Claude, the advisor can ask for that work in plain words. Claude passes the request to 55ip's own system, which holds the client's account details and does the tax math, then shows the result. Also Read: HCLTech Becomes Anthropic's Top Claude Partner, Builds New AI Business Unit That matters because an AI assistant on its own does not know what a client owns or what they paid for it. The link to 55ip gives Claude that information in a way the advisor's firm controls.

55ip is not alone. Investment tech firm Conquest announced on the same day that its financial advice tool is also coming to Claude for Financial Advisors. The launches came a day after Anthropic filed to go public, a moment when investors are watching closely for signs that Claude can earn steady money from businesses.

55ip did not say what the service costs, when every advisor will get it or how many firms have signed up. The next test is whether big advisory firms move their daily work onto Claude, or only try it out. Read Next: Oracle Hands Partners $1B To Cut AI Cloud Bills For Big Firms