Claude for Financial Advisors

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.

Providence, R.I. – September 18, 2026 -- Wealthbox, a CRM software provider for financial advisors, has become a launch partner for Claude for Financial Advisors, a new offering from Anthropic that embeds the Claude AI model into advisor workflow tools.

Wealthbox connector brings client history directly into Claude

The new Wealthbox connector for Claude includes prebuilt skills that let advisors pull client history, notes, and activity stored in Wealthbox directly into Claude's reasoning environment. Advisors can use the tool to prepare meeting agendas, organize post-meeting follow-up that saves back into Wealthbox, summarize recent client activity, draft client communications, and identify outstanding tasks.