Invesco Ltd. has announced work with Anthropic to bring its custom portfolio and practice management capabilities to Claude. The asset management firm will provide a toolkit that helps advisors strengthen business and client relationships through Claude for Financial Advisors.
Invesco's new connector will deliver portfolio intelligence and practice management support directly within advisors' daily workflows via Claude.
Invesco brings decades of expertise to deliver industry-leading portfolio intelligence for existing advisors and clients utilizing Invesco's Model Portfolios, who will be able to access portfolio information directly via Claude, adding time for robust problem-solving through Invesco's proprietary practice management research. Invesco's portfolio optimization resources combine analytical tools, market and economic insights, and investment expertise to help advisors construct portfolios aligned with each client's broader wealth plan and objectives.
"Leading technology should strengthen the value advisors bring to their clients and create more opportunities for personalized interactions," said John McDonough, Head of Americas Distribution, Invesco. "We're excited to work with Anthropic to pair Invesco's model portfolios with our best-in-class practice management support. We believe this will be a major advancement toward helping advisors turn efficient access to Invesco expertise into more meaningful client conversations, stronger practices for their business, and deeper relationships that help the advisor and client grow together."
Invesco Solutions & Custom Strategies offers a broad range of institutional-quality model portfolio solutions with active, passive, factor-based and tax-aware approaches. Advisors can use ready-to-implement portfolios or work with Invesco to develop custom models aligned with their firm's asset allocation, manager and investment preferences, while customizable SMAs address individual client needs, including taxes, concentrated positions, preferences and restrictions.
"We are excited to roll out Claude-connectivity, which will allow existing model advisors to have greater access to Invesco's portfolio intelligence in their daily workflows, with the flexibility to work with our purpose-built portfolios or the custom models we develop together," said Clint Harris, Global Head of Solutions & Custom Strategies. "Custom solutions can meet advisors' evolving needs for deeper partnerships, providing an opportunity to interact with their 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, providing a single source of support. 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.
Backed by Invesco's investment expertise and ongoing support, these solutions help advisors scale investment management while creating more time to serve clients and grow their practices. Claude for Financial Advisors is designed to support work advisors complete throughout the day, from preparing for client meetings to explaining portfolio changes, featuring skills and connectors to CRM, custody, portfolio reporting, financial planning, estate planning, and meeting tools.
About Invesco Ltd.
Invesco Ltd. is one of the world's leading asset management firms serving clients in more than 120 countries. With US$2.5 trillion in assets under management as of June 30, 2026, we deliver a comprehensive range of investment capabilities across public, private, active, and passive. Our collaborative mindset, breadth of solutions and global scale mean we're well positioned to help retail and institutional investors rethink challenges and find new possibilities for success.
