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Invesco brings portfolio data and practice tools into Claude

Invesco brings portfolio data and practice tools into Claude Image: Primary
Invesco is connecting its model portfolios to Claude for Financial Advisors, allowing advisers to access the asset manager's portfolio data inside Anthropic's tool, the company said Tuesday. The connector also provides research on running and growing advisory firms and a referral scheme with ready-made scripts. Anthropic launched its adviser tool in September to connect Claude with existing portfolio, research and planning software. Invesco says its integration is for education rather than investment advice, and warns that AI answers can be wrong or outdated and require checking.
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