Invesco Plugs Model Portfolios Into Anthropic's Claude for 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.