The Trellia Wealth Partners connector lets you use Claude with the managed account portfolio and product information in your Trellia Adviser Portal account. Ask Claude to compare portfolios, explain a recent rebalance or summarise fees, and it reads the answer directly from Trellia.
Who can connect
The connector is available to advisers with an active Trellia Adviser Portal account that has the Claude integration enabled. Claude only sees the portfolios you can already see in the portal.
Connect in Claude
What Claude can read
Every tool is read-only.
- List portfolios: The portfolios, suites and platforms you can access, with codes, fees, inception dates and factsheet links.
- Get nested portfolios: Which portfolios are composites of other portfolios.
- Get portfolio holdings: Model holdings and weights by date.
- Get portfolio performance: Period returns (1 month to 10 years) and daily return series.
- Get portfolio fees: RG97 portfolio and underlying fund fees, including fee tiers.
- Get strategic asset allocation: Target, minimum and maximum weights by asset class.
- Get portfolio updates: Published portfolio updates, including trade rationale and rebalance commentary.
Claude cannot read personal information about your clients, your clients' accounts or holdings, or other users' information, and it cannot make changes in Trellia.
Disconnecting
Disconnect at any time from Integrations → Claude in the portal, or remove the connector in Claude. Access also ends if your portal account is deactivated. Connections expire after 90 days, and Claude will ask you to reconnect.
Privacy
Information Claude reads is sent to Anthropic, which provides Claude, and handled under your agreement with Anthropic. Trellia records each request (the tool used, the portfolios requested and when) for security and audit. See our Privacy Policy.
Support
Contact client services on 1300 487 577 (within Australia), +61 2 9290 6888 (outside Australia) or info@betashares.com.au.