Invesco Ltd. announced a partnership with Anthropic on October 27, 2026, to integrate its financial tools into the Claude AI assistant. The collaboration utilizes a connector named Invesco for Advisors, allowing users to access model portfolio data, optimization resources, and practice management research directly within the Claude interface.
The connector includes specific functions such as get_model_positions, get_models, and get_referral_script. These tools are designed to help financial advisors manage portfolios and expand their business operations. This integration is part of the broader Claude for Financial Advisors initiative, which Anthropic launched on September 14, 2026.
Invesco joins an ecosystem that already features BlackRock and J.P. Morgan Asset Management. The company entered the platform approximately six weeks after its initial launch. Following the announcement, Invesco shares increased by approximately 1.4 percent.
