Invesco is teaming up with Anthropic to bring Invesco portfolio intelligence and practice-management capabilities into Claude for Financial Advisors, letting advisors access portfolio data and use Invesco model portfolios and custom strategies in their workflows.

The goal is to make tasks such as meeting preparation, portfolio analysis and client conversations more effective, using technology to strengthen the value advisors provide rather than replace their judgment.

Invesco Solutions & Custom Strategies offers institutional-quality model portfolios, including ready-to-use and customizable separately managed accounts tailored to asset allocation, manager preferences and client-specific taxes, restrictions and holdings.

Claude’s advisor tools are designed for work throughout the day, from prospect intake and pre-meeting preparation to rebalancing reviews, follow-up notes and estate or tax briefs; compliance screening can align with the SEC Marketing Rule, but investment decisions still require human review.

Invesco says its connector is educational, not investment or tax advice, and warns that AI-generated information may be inaccurate or outdated and should be independently reviewed; users should consult financial professionals about decisions.

Anthropic said the Oct. 27 expansion brought Claude for Financial Advisors to 22 connectors, continuing the product’s rollout after its Sept. 14 launch.

The Invesco collaboration is part of a wider wave of wealth-management integrations, with 55ip, FINNY, CAIS and Conquest also announcing connectors that week; the connectors are available through Claude’s directory.

The broader ecosystem also includes integrations such as Microsoft 365, Salesforce, DocuSign, Box, S&P Global and Morningstar, alongside tools spanning CRM, custody, portfolio reporting, financial planning, estate planning and meeting capture.

Invesco said it managed $2.5 trillion in assets as of June 30, 2026, serving clients in more than 120 countries; Invesco Advisers, Inc., an indirect wholly owned subsidiary, provides advisory services and oversees the models.