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Included in Scale

Use AdviseWell from Claude Cowork.

Ask Claude for a file note or a draft. The work runs inside AdviseWell, with your firm's permissions and templates, and comes back for the adviser to review.

See the connector in a demo See all features

It connects through AdviseWell's MCP server, the open standard AI tools use to connect to other systems. We set it up with your firm before your team uses it.

Claude Cowork

Draft a file note from this morning's review with Margaret Chen. Use our standard file note template.

Sent to AdviseWell: draft file note

File note, draft 1
Margaret Chen, annual review
  • Goals and changes since last year, each linked to the transcript
  • Three agreed actions, with owners
  • FlagInsurance needs not discussed

Waiting for adviser review

Ask in Claude. Review in AdviseWell.

  1. 1

    You ask Claude

    In plain words, from the place your team already works.

  2. 2

    AdviseWell does the work

    Your templates, your locked wording and the 51 calculators. Claude does not do the sums.

  3. 3

    The draft comes back

    With its sources and calculator inputs open to check.

  4. 4

    The adviser approves

    In AdviseWell, where the approval and every change are recorded.

What you can ask for.

  • Meeting summaries and file notesFrom a meeting already recorded in AdviseWell.
  • Record and statement of advice draftsIn your firm's template.
  • CalculationsRun by AdviseWell's calculators, with the inputs shown.
  • Document checksGaps flagged on a draft before review.
  • Most of the restMost of what you can do in AdviseWell, you can ask for in Claude.

What stays in your control.

  • Same access as the personClaude sees only the clients that person can open.
  • Inside your firm's rolesThe connector works within the roles and permissions your firm sets.
  • Nothing is final until approvedEvery draft waits for the adviser.

About the connector.

Do we need to use Claude Cowork already?
No. In the demo we show the connector on a synthetic client, and you can decide afterwards whether it suits your team.
Does Claude write the advice?
No. Claude passes the request to AdviseWell. AdviseWell drafts in your template, takes figures from its calculators and links each statement to its source. The adviser reviews and approves the draft in AdviseWell.
Can Claude see every client?
No. The connector acts as the person who connected it, so it sees only the clients that person can open in AdviseWell.
Can we connect our own systems?
Enterprise firms can add their own MCP connectors, for the platforms and subscriptions the firm already uses. See Enterprise.
What does it cost?
The connector is included in Scale. It is not in the Free plan.

See it on a synthetic client first.

See the connector in a demoBook a guided trial
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