Invesco Ltd. announced on October 27, 2026 that it is working with Anthropic to make its portfolio intelligence and practice management resources available through Claude for Financial Advisors, using a new Invesco connector. The firm said the connector will provide a toolkit that helps advisors strengthen their businesses and client relationships. John McDonough, Head of Americas Distribution at Invesco, framed the work around the advisor-client relationship. "Leading technology should…
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Invesco and Anthropic Connect Portfolio Tools for Advisors in Claude
