On October 27, 2026, Invesco Ltd. (NYSE: IVZ) announced a partnership with Anthropic giving financial advisors direct access through Claude to model portfolio data, optimization resources, and Invesco’s proprietary research. The integration uses the “Invesco for Advisors” connector and exposes functions including get_model_positions, get_models, and get_referral_script. It is part of the Claude for Financial Advisors platform launched by Anthropic on September 14, 2026, to reduce the administrative workload faced by advisors. Invesco joins BlackRock and J.P. Morgan Asset Management in this ecosystem six weeks after its launch, while its shares rose by approximately 1.4% on the day of the announcement.
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