Scalable Capital connects €60bn of client assets to outside AI assistants

Investment firm Scalable Capital now lets clients use ChatGPT and Claude to manage their portfolios. Users can analyze holdings and execute trades directly via these popular AI chatbots, bypassing the company's proprietary app.
Key takeaways
- Investment platform now accessible via ChatGPT and Claude
- Clients can analyze portfolios and place trades through AI
- Moves financial management towards conversational AI interfaces
- Reduces reliance on proprietary broker applications
Why it matters
This integration signifies a shift toward conversational AI interfaces for financial management. For professionals, it means potentially streamlining investment tasks by using familiar AI tools for analysis and execution, rather than learning new platforms.



