Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude
Key Highlights
- ➤Invesco (IVZ) is working with Anthropic to bring portfolio intelligence to Claude.
- ➤New connector will provide model portfolio information directly through Claude for existing advisors.
- ➤Claude access includes Invesco’s proprietary practice management research and referrals program.
- ➤Invesco reported US$2.5 trillion in assets under management as of June 30, 2026.
Expert Statements
John McDonough, Head of Americas Distribution, Invesco
“Leading technology should strengthen the value advisors bring to their clients and create more opportunities for personalized interactions.”
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.”
John McDonough, Head of Americas Distribution, Invesco
“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.”
Clint Harris, Global Head of Solutions & Custom Strategies, Invesco
“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.”
Clint Harris, Global Head of Solutions & Custom Strategies, Invesco
“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 Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude PR Newswire
ATLANTA, Oct. 27, 2026 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today it is working with Anthropic to bring its data to support portfolio intelligence and practice management available through Claude for Financial Advisors . Invesco's new connector will provide a toolkit that helps advisors strengthen their business and client relationships.
Get started
Create a free account to read the full story.