Invesco and Anthropic Connect Portfolio Tools for Advisors in Claude

Invesco Ltd. announced on October 27, 2026 that it is working with Anthropic to make its portfolio intelligence and practice management resources available through Claude for Financial Advisors, using a new Invesco connector. The firm said the connector will provide a toolkit that helps advisors strengthen their businesses and client relationships. John McDonough, Head of Americas Distribution at Invesco, framed the work around the advisor-client relationship. “Leading technology should strengthen the value advisors bring to their clients and create more opportunities for personalized interactions,” McDonough said in the company’s release. He said pairing Invesco’s model portfolios with its practice management support is intended to help advisors turn efficient access to Invesco’s expertise into more meaningful client conversations, stronger practices, and deeper client relationships.

First reported by Unite.AI. This page is a short excerpt; the full text is theirs.