Atlanta, October 27th / PRNewswire / -- Invesco Ltd. (New York Stock Exchange ticker: IVZ) announced today that it is collaborating with Anthropic to integrate their data into the capabilities of portfolio intelligence and practice management within Claude for Financial Advisors. The new connector from Invesco will provide a set of tools to help advisors strengthen their businesses and client relationships.
Invesco, the head of distribution in America, John McDonough stated: "Leading technology should enhance the value that consultants bring to their clients and create more opportunities for personalized interactions. We are delighted to collaborate with Anthropic to combine Invesco's models with our first-class practical management support. We believe this will be a significant step forward in helping consultants transform their efficient acquisition of Invesco professional capabilities into more meaningful client conversations, stronger business practices, and deeper relationships, thereby facilitating the mutual growth of both consultants and clients."
According to Invesco, their decades of experience can provide industry-leading portfolio intelligence for advisors and clients who currently use the Invesco model combinations. They will be able to directly access portfolio information through Claude and gain more time to delve into problem-solving through Invesco's proprietary practice management research. Invesco's portfolio optimization resources combine analytical tools, market and economic insights, as well as investment expertise, to help advisors build portfolios that are more in line with each client's broader wealth planning and goals.
Invesco Solutions & Custom Strategies, the global leaders, Clint Harris stated: "We are very pleased to launch the Claude connection feature, which will enable existing model advisors to more easily access the portfolio intelligence of Invesco within their daily work processes. They will also have the flexibility to use our specially crafted portfolios or the custom models that we have jointly developed. These customized solutions can meet the advisors' ever-changing, more profound collaboration needs, providing them with opportunities to interact with clients in a way that helps them grow their businesses."
Invesco indicates that the company helps consultants strengthen customer relationships, manage, and develop their business through research, tools, and coaching that cover the entire customer experience process, providing a single source of support. For example, consultants using the Invesco connector in Claude will have access to the Invesco research-based recommendation projects, which help consultants expand their business through personalized scripts and better integrated business development strategies.
Invesco Solutions and Custom Strategies provide a wide range of institutional-level model combination solutions, utilizing active, passive, factor, and tax-sensitive approaches. Advisors can use ready-to-use combinations or collaborate with Invesco to develop customized models that align with their company's asset allocation, managers' preferences, and investment goals. The customizable SMA solution can meet the needs of individual clients, taking into account tax considerations, concentrated positions, preferences, and restrictions. Leveraging the investment expertise and continuous support of Invesco, these solutions help advisors expand their investment management capabilities, freeing up more time to serve clients and develop their businesses.
Claude for Financial Advisors is designed to support the work that advisors need to complete throughout the day – from preparing client meetings to helping to explain changes in portfolios. It is equipped with skills and new connectors that can integrate with tools already used by businesses for their operations, including CRM, hosting, portfolio reporting, financial planning, estate planning, and meeting tools.
Regarding Invesco Ltd.
Invesco Ltd is one of the world's leading asset management companies, serving clients in over 120 countries. As of June 30, 2026, the company managed assets totaling 2.5 trillion US dollars and offered a comprehensive range of investment capabilities including public offerings, private placements, active, and passive investments. With its collaborative approach, broad range of solutions, and global presence, the company is capable of helping retail and institutional investors rethink challenges and discover new possibilities for success. For more information, please visit www.invesco.com.
The Invesco model is supervised by a team consisting of Invesco Investment Solutions, and, and Custom Strategies. This team is affiliated with Invesco Advisers and Inc, which is an investment advisory firm that provides investment consulting services to individual and institutional clients without selling securities. The company is an indirectly wholly-owned subsidiary of Invesco Ltd.
Invesco Advisers, Inc. Provides investment consulting services for individuals and institutions, and is an indirectly wholly-owned subsidiary of Invesco Ltd.
Invesco The connectors aimed at Claude, for, and Financial Advisors are provided solely for educational purposes and do not constitute investment advice or recommendations. Investors should consult financial professionals before making investment decisions.
The output generated by AI may be inaccurate, incomplete, or outdated. It must be independently reviewed before use. Such output is not recommended by Invesco and should not be used as the sole basis for investment decisions.
Invesco does not provide tax advice. Please consult a qualified professional regarding your specific tax situation.
Contact: Stephanie Diiorio, [ email protected ], 212.278.9037
