Vega Minds' October 2026 update adds a Claude connector, listed in Claude's directory, that gives read only access to clients, households, meetings, transcripts, documents and the Knowledge Center and stays off until a firm admin enables it. Vega Pro firms gain living stories, a daily updated profile of each client built from notes, emails and CRM data with every fact dated, compliance review of full meeting transcripts, and planning deliverables such as Roth conversion and RMD projections exported to PDF, Word or Google Docs. Vega names its models: GPT-6.1 Sol for client deliverables, Claude Opus 5.5 and Sonnet 5.5 for meeting prep and writing, and Gemini 3.8 Flash and GPT-6 Luna for background tasks.
Our readAdvisory firms can use Claude on their Vega data without giving it write access, and compliance can review what was said in meetings, not just what was sent. Several features are Pro only, ChatGPT support is still coming, and the post covers a month of releases, some of which predate the window.