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Gulf Point Advisors

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21:53
2026-06-17
letsdatascience.com
ai-tools

NewEdge Advisors Gives Field Teams Direct AI Access to Claude

NewEdge Advisors has deployed Anthropic's Claude directly to its field advisor teams for portfolio analysis, meeting preparation, and client prospecting, with compliance guardrails and data-security c…

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NewEdge Advisors 1 Anthropic 1 Claude 1 Tris Millard 1 NewEdge Capital Group 1 Google Gemini 1 OpenAI 1