Invesco Partners with Anthropic to Enhance Claude for Financial Advisors

ATLANTA, Oct. 27, 2026 /CourierPR/ -- Invesco Ltd., a leading global asset management firm, has announced a partnership with Anthropic to enhance its portfolio intelligence and practice management capabilities for financial advisors through the Claude platform. This collaboration aims to provide advisors with a robust toolkit to strengthen their business and client relationships.

Invesco's new connector for Claude will enable advisors to access Invesco's model portfolios and practice management support directly.

The partnership leverages Invesco's decades of expertise in delivering industry-leading portfolio intelligence. Advisors will have access to Invesco's Model Portfolios, which combine analytical tools, market and economic insights, and investment expertise. These resources help advisors construct portfolios aligned with each client's broader wealth plan and objectives.

Invesco Solutions & Custom Strategies offers a broad range of institutional-quality model portfolio solutions, including active, passive, factor-based, and tax-aware approaches. Advisors can use ready-to-implement portfolios or work with Invesco to develop custom models that align with their firm's asset allocation, manager, and investment preferences. Custom solutions can meet advisors' evolving needs for deeper partnerships, providing an opportunity to interact with clients in ways that help advisors grow their businesses.

Invesco empowers advisors to strengthen client relationships, manage, and grow their practices through research, tools, and coaching across the client experience. For example, advisors who use Invesco's connector in Claude will have access to Invesco's research-based referrals program, which helps advisors grow their business with personalized scripts and better integrated business development.

Invesco's client base spans more than 120 countries, and as of June 30, 2026, the firm manages US$2.5 trillion in assets. Invesco Advisers, Inc., an investment adviser, provides investment advisory services to individual and institutional clients and does not sell securities. It is an indirect, wholly owned subsidiary of Invesco Ltd.

The Invesco Connector for Claude for Financial Advisors provides information for educational purposes only and does not constitute investment advice or a recommendation. Investors should consult a financial professional before making investment decisions.