Invesco brings its model portfolios into Anthropic’s Claude for advisers

Invesco is working with Anthropic to let financial advisers use its model portfolios and practice tools inside Claude for Financial Advisors. CAIS, Conquest and FINNY added their own connectors the same day, a day after Anthropic filed for its IPO. Invesco is working with Anthropic to bring its model portfolios into Claude, the asset manager said on Tuesday. A new Invesco link, or connector, will let advisers who use its portfolios see that data inside Claude for Financial Advisors. Anthropic launched its tool for advisers in September, as part of a push into finance that began in May. It hooks Claude up to the portfolio, research and planning tools advisers already use. The Invesco link also gives advisers its research on how to run and grow their firms.

First reported by The Next Web. This page is a short excerpt; the full text is theirs.