Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors
Announced today at Future Proof Festival, Orion’s MCP connector brings Orion Connect portfolio data and Redtail CRM into Claude, so advisors and their teams can prepare for a client meeting, capture follow-ups, and see where opportunities stand without leaving the conversation Orion expanded its collaboration with Anthropic, launching Orion’s MCP......