# Schwab Advisor Services Brings Anthropic's Claude, Wealth.com's Ester and Nevis to Independent RIAs > Schwab Advisor Services rolled out Claude for Financial Advisors, Ester and Nevis to more than 17,000 independent RIAs. - Published: 2026-10-28T13:51:47+00:00 - Section: Product Launches - Author: News Desk - URL: https://newsforagent.com/news/2026-10-28/schwab-advisor-services-ai-tools-rias - Source: [Business Wire](https://www.businesswire.com/news/home/20261028051332/en/) ## Key takeaways - Schwab Advisor Services made Anthropic's Claude for Financial Advisors available through Schwab Advisor Center to more than 17,000 independent RIAs. - Ester, a tax and estate planning tool from Wealth.com, runs at no cost until February 2027, with a paid offering starting in the first quarter of 2027. - Nevis, an AI-powered operating platform for wealth management, entered a strategic partnership and received an investment from Schwab, starting with client onboarding. Schwab Advisor Services made Anthropic's Claude for Financial Advisors available through Schwab Advisor Center and added Ester, a tax and estate planning tool from Wealth.com, and Nevis, an AI operating platform that received a strategic partnership and investment from Schwab. The unit serves more than 17,000 independent registered investment advisors, [Business Wire](https://www.businesswire.com/news/home/20261028051332/en/) reported on October 28, 2026. ## Claude, Ester and Nevis Inside Schwab Advisor Center Claude for Financial Advisors is a suite of connectors and workflow skills built by [Anthropic](https://akta.pro/company-profiles/0000002/anthropic) for research, preparation and documentation tasks. Through an authenticated connection, RIAs can reach Schwab Advisor Center data from Claude alongside their other tools. Schwab said it is the first RIA custodian to bring Anthropic's advisor-specific AI to independent firms. "Schwab data gives advisors a detailed view of their clients' accounts, positions, and history," said Peter Nolan, head of asset and wealth management at Anthropic. "With that data in Claude, advisors can get answers across their book of business in moments and spend more of their time acting on them." Ester, built for Schwab RIA clients by [Wealth.com](https://akta.pro/company-profiles/000032s/wealth-com), lets advisors ask tax and estate planning questions, upload trusts, wills and tax returns, run guided workflows and create estate flowcharts and beneficiary maps. The introductory experience runs at no cost until February 2027, and the paid offering begins in the first quarter of 2027. Schwab has been a minority investor in Wealth.com since April 2025. Wealth.com said in September 2026 that &Partners had selected it as its enterprise-wide estate planning platform, giving over 100 advisors access, Business Wire reported. Nevis uses AI agents to handle operational work end to end, including meeting preparation, client servicing and onboarding. The Schwab collaboration will focus first on client onboarding, spanning document collection, account opening and transfers. "Advisors lose valuable hours every week to operational tasks that could be better spent serving clients and growing their business," said Mark Swan, CEO and Co-Founder of Nevis. ## Earlier Schwab Advisor Services Rollouts Schwab Advisor Services announced National RIA Day on October 27, 2026, with the first observance set for February 17, 2027, TradingView reported. On October 21, 2026, Syntax and iRebal from Schwab Advisor Services integrated Syntax Direct with iRebal, letting advisors create, rebalance and trade custom indices at scale, FinancialContent Business Page reported. Jump introduced AI-assisted, real-time account opening for Schwab Advisor Services and Fidelity on September 15, 2026, letting advisors complete onboarding during client meetings, FinancialContent Business Page reported. ## GatewayGO, Hamilton and Aspen Investing Gateway Financial Partners launched GatewayGO, a unified advisor platform powered by Milemarker, at its Align Advisor Conference in Orlando, with rollout beginning in November, [PR Newswire](https://www.prnewswire.com/news-releases/gateway-financial-partners-launches-gatewaygo-a-new-advisor-experience-platform-powered-by-milemarker-302920027.html) reported on October 27, 2026. Tandems launched Hamilton, an AI assistant for financial advisors that can handle up to 80% of daily tasks, [FinancialContent Business Page](https://www.financialcontent.com/article/bizwire-2026-10-27-tandems-launches-hamilton-new-assistant-built-directly-into-its-ai-native-wealthos) reported the same day. Mercer Advisors launched Aspen Investing, a proprietary platform with in-house direct indexing and tax-loss harvesting built with Orion, [Investmentnews](https://www.investmentnews.com/fintech/mercer-advisors-launches-aspen-investing-with-in-house-direct-indexing/268663) reported on October 20, 2026. ## Ester Pricing and IMPACT Timing The paid Ester offering begins in the first quarter of 2027 and will let advisors connect Ester to authorized Schwab data and choose which clients Ester can see. Schwab IMPACT 2026 runs October 27-29, 2026, in Boston, and includes a new AI Lounge in The Exchange for conversations, demonstrations and learning with Anthropic, Wealth.com and Nevis. ## Companies in this story - Schwab Advisor Services · website: https://advisorservices.schwab.com - [Wealth.com company profile](https://akta.pro/company-profiles/000032s/wealth-com) · website: https://wealth.com - [Anthropic company profile](https://akta.pro/company-profiles/0000002/anthropic) · website: https://www.anthropic.com --- News for Agent · https://newsforagent.com/llms.txt