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Invesco brings model portfolio data to Anthropic’s Claude for financial advisors
Advisors using Invesco Model Portfolios can pull portfolio information, practice management research and referral scripts directly inside Claude.
Invesco is working with Anthropic to make its data available through Claude for Financial Advisors, the $2.5 trillion asset manager said on Tuesday. A new Invesco connector gives advisors portfolio intelligence and practice management tools inside Claude.
Advisors who use Invesco Model Portfolios can access portfolio information directly in Claude, along with Invesco’s proprietary practice management research and portfolio optimization resources. The connector also opens Invesco’s research-based referrals program, which offers personalized scripts for business development.
Model portfolios move into the AI workflow
Clint Harris, global head of solutions and custom strategies, said the rollout will give existing model advisors greater access. John McDonough, head of Americas distribution, said technology should strengthen the value advisors bring to clients. Claude for Financial Advisors includes connectors for CRM, custody, portfolio reporting, financial planning and meeting tools.
Invesco said the connector is for educational purposes, does not provide investment advice, and that AI outputs should be independently reviewed.