Invesco is working with Anthropic to let financial advisers use its model portfolios and practice tools inside Claude for Financial Advisors. CAIS, Conquest and FINNY added their own connectors the same day, a day after Anthropic filed for its IPO.
Invesco is working with Anthropic to bring its model portfolios into Claude, the asset manager said on Tuesday. A new Invesco link, or connector, will let advisers who use its portfolios see that data inside Claude for Financial Advisors.
Anthropic launched its tool for advisers in September, as part of a push into finance that began in May. It hooks Claude up to the portfolio, research and planning tools advisers already use.
The Invesco link also gives advisers its research on how to run and grow their firms. It adds a referral scheme with ready-made scripts. Advisers can use Invesco’s ready-built portfolios or build custom ones with the firm.
Invesco manages $2.5T for clients. Clint Harris runs its solutions and custom strategies unit.
“We are excited to roll out Claude-connectivity, which will allow existing model advisors to have greater access,” he said.
Invesco said the tool is for education only and is not investment advice. It warned that AI answers may be wrong or out of date, and must be checked before anyone relies on them.
Other firms are plugging in too. CAIS, Conquest and FINNY, which make software for advisers, added their own Claude links this week, WealthManagement.com reported. That came a day after Anthropic filed for its IPO.
Anthropic has rivals in the field. London’s MDOTM, whose AI platform is used by Morgan Stanley and Amundi, raised $27M in July.
Get the TNW newsletter
Get the most important tech news in your inbox each week.