ATLANTA – October 29, 2026 -- Invesco Ltd. (NYSE: IVZ), which manages US$2.5 trillion in assets as of October 29, 2026, is working with Anthropic to make its portfolio intelligence and practice management data available through Claude for Financial Advisors.
Invesco's connector targets advisors already using its Model Portfolios
Existing Invesco model advisors will be able to pull portfolio information directly into Claude within their daily workflows. They can work with Invesco's purpose-built portfolios or with custom models developed jointly with the firm, said Clint Harris, Global Head of Solutions & Custom Strategies.
The connector also gives advisors access to Invesco's proprietary practice management research, including a research-based referrals program that supplies personalized scripts for business development.
Invesco's model range spans active, passive, factor-based and tax-aware strategies
Invesco Solutions & Custom Strategies offers ready-to-implement portfolios across active, passive, factor-based and tax-aware approaches. Advisors can alternatively commission custom models aligned with their firm's asset allocation, manager and investment preferences. Customizable separately managed accounts address individual client needs, including taxes, concentrated positions, preferences and restrictions.
John McDonough, Head of Americas Distribution at Invesco, said the aim is to turn efficient access to Invesco expertise into more meaningful client conversations and stronger practices.
Claude for Financial Advisors links to CRM, custody and planning tools
Anthropic's product is built to support advisors from client-meeting preparation to explaining a portfolio change. It includes skills and connectors to tools firms already use, covering CRM, custody, portfolio reporting, financial planning, estate planning and meetings.
Invesco states the connector provides information for educational purposes only and is not investment advice. It also cautions that AI-generated outputs may be inaccurate, incomplete or outdated and must be independently reviewed before use.