Invesco to connect model portfolios with Claude for financial advisers
The integration will also provide practice-management research and referral scripts, with Invesco warning that AI responses need verification.
Invesco said it is working with Anthropic on a connector that will give financial advisers access to its model portfolio data through Claude for Financial Advisors. The integration is intended for advisers already using the asset manager’s portfolios.
Alongside portfolio information, the connector will provide Invesco research about managing and expanding advisory businesses. It will also include a referral program with prepared scripts. Advisers can choose portfolios assembled by Invesco or work with the firm to customize them.
Invesco described the tool as educational rather than investment advice. The company cautioned that AI-generated responses could contain errors or outdated information and said users must verify them before relying on them.
Anthropic introduced its adviser-focused offering in September, following the start of its finance push in May. The service connects Claude with advisers’ existing systems for portfolio work, research and planning.
Adviser-software providers CAIS, Conquest and FINNY also added Claude connectors, WealthManagement.com reported. Those additions followed Anthropic’s IPO filing by a day.
