Invesco connects portfolio tools to Claude for financial advisors

Invesco said on October 27, 2026 that its model portfolios and practice management resources are now available to advisors through a new Invesco connector in Claude for Financial Advisors. Anthropic launched the advisor suite on September 14, 2026 with partners including Charles Schwab, BlackRock, Vanguard and Franklin Templeton. Invesco manages $2.5 trillion in assets.

• Connector gives advisors access to model portfolios and custom strategies inside Claude
• Claude for Financial Advisors launched September 14, 2026 with CRM and planning connectors
• Invesco manages $2.5 trillion in assets across more than 120 countries
• AI outputs require human review and are not investment recommendations