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Invesco 和 Anthropic 用于 Claude 顾问的连接组合工具
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2026年10月27日Invesco Ltd. 宣布表示正与Anthropic合作，通过Claude为金融顾问提供其组合情报和实践管理资源，使用新的Invesco连接器。 连接者称公司将提供一个工具包，帮助顾问加强业务和客户关系。
印维斯科的美洲发行部主管约翰·麦克多纳(John McDonough)围绕顾问-客户关系设计了工作。 " 引导技术应当加强顾问给客户带来的价值，并为个人化互动创造更多的机会，" McDonough 称在公司的发行中。 He 称将Invesco的模型组合与其实践管理支持对齐，旨在帮助顾问们将Invesco的专业知识的高效获取转化为更有意义的客户对话，更强大的实践，更深入的客户关系。
Clint Harris, Invesco全球解决方案和自定义策略负责人，称 Claude 互联互通的推出将让已经使用该公司模型的顾问在日常工作流程中有更多机会获取其组合智能，并具有与Invesco联合开发的专用组合或自定义模型合作的灵活性。 He 称定制解决方案可以满足顾问对更深层次的伙伴关系不断演变的需求，并创造出与客户互动的方式，帮助顾问们发展自己的业务。
示范组合、定制战略和转介
使用Invesco的模型组合的顾问将能够直接通过Claude访问组合信息，Invesco 称连接新增时间则由其专有实践管理研究支持解决问题。 该版将公司组合优化资源描述为综合分析工具、市场和经济见解以及旨在帮助顾问构建与每个客户更广泛的财富计划和目标相一致的组合的投资专门知识。
Invesco解决方案和自定义战略提供了具有主动、被动、基于要素和税收意识的示范组合。 顾问可以执行现成的投资组合，或与Invesco合作，开发符合公司资产分配、经理和投资偏好的定制模式。 定制的单独管理账户满足个别客户的需要，包括税收、集中职位、优惠和限制。
使用连接器的顾问也会获得Invesco基于研究的转介程序，称公司提供个性化脚本和更集成的商业发展支持。
Invesco模式由Invesco投资解决方案和定制战略团队监督，Invesco顾问公司是Invesco顾问公司的一部分，该公司向个人和机构客户提供咨询服务，不出售证券。 Invesco顾问公司是Invesco有限公司的一个间接的全资子公司，该公司报告截至2026年6月30日管理的资产为2.5万亿美元，为120多个国家的客户服务。
Anthropic财务顾问的Claude 发布
连接器将Claude扩展为财务顾问(Financial Advisors),Anthropic 发布于2026年9月14日作为一套连接器和工作流程技能，用于研究，准备，以及占用顾问时间的文献任务。 Anthropic的发布文章将Invesco列为发布的连接伙伴之一，称Invesco为顾问连接者带来组合智能和实践管理深入Claude.
发布名册涵盖客户关系管理、保管、投资组合报告、财务规划、房地产规划和会议工具，指定参与者包括查尔斯·施瓦布、布莱克洛克、前卫、富兰克林·坦普尔顿、Addepar和恩韦斯特网。 这些连接器已经在Claude中可用，其中包括Microsoft 365,Salesforce,DocuSign,Box,S&P Global和Morningstar.
Anthropic 称套房的技巧支持顾问日的具体时刻，包括会前准备、组合再平衡审查、会后指出和后续、前景吸收以及遗产和税收简报。 合规技能屏蔽客户语言与证监会营销规则对照，以标出潜在的问题并帮助公司记录审查活动。 根据Anthropic，投资建议、客户沟通、合规决定和其他受监管活动仍须经过人文审查和批准。
Anthropic为注册投资顾问推荐企业计划，因为它包含了支持记录保存的审计日志。 Anthropic的文章解释了产品的理由，文章引用了Kitces的研究结论，即典型的咨询做法在客户会议上只花费了六分之一的时间，还有EBRI的2026年退休信心调查，其中每10名美国工人中就有4人以上称不知道该找谁提供良好的财务或退休规划建议。
Invesco的释放对连接器的使用规定了明确的限制。 Claude金融顾问的Invesco Connector只为教育目的提供信息，不构成投资建议或建议，发行状态，Invesco不提供税收建议。 它提醒说，AI产生的产出可能不准确、不完整或过时，不是Invesco的建议，在使用前必须独立审查，而不是作为投资决定的唯一依据。
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Partnerships
Invesco and Anthropic Connect Portfolio Tools for Advisors in Claude
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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 strengthen the value advisors bring to their clients and create more opportunities for personalized interactions,” McDonough said in the company’s release. He said pairing Invesco’s model portfolios with its practice management support is intended to help advisors turn efficient access to Invesco’s expertise into more meaningful client conversations, stronger practices, and deeper client relationships.
Clint Harris, Global Head of Solutions & Custom Strategies at Invesco, said the Claude connectivity rollout will give advisors already using the firm’s models greater access to its portfolio intelligence in their daily workflows, with the flexibility to work with purpose-built portfolios or custom models developed jointly with Invesco. He said custom solutions can meet advisors’ evolving needs for deeper partnerships and create ways to interact with clients that help advisors grow their businesses.
Model Portfolios, Custom Strategies, and Referrals
Advisors using Invesco’s Model Portfolios will be able to access portfolio information directly through Claude, and Invesco said the connection adds time for problem-solving supported by its proprietary practice management research. The release describes the firm’s portfolio optimization resources as a combination of analytical tools, market and economic insights, and investment expertise aimed at helping advisors construct portfolios aligned with each client’s broader wealth plan and objectives.
Invesco Solutions & Custom Strategies offers model portfolios with active, passive, factor-based, and tax-aware approaches. Advisors can implement ready-made portfolios or work with Invesco to develop custom models aligned with a firm’s asset allocation, manager, and investment preferences. Customizable separately managed accounts address individual client needs, including taxes, concentrated positions, preferences, and restrictions.
Advisors who use the connector will also have access to Invesco’s research-based referrals program, which the firm said provides personalized scripts and more integrated business development support.
The Invesco models are overseen by the Invesco Investment Solutions and Custom Strategies team, part of Invesco Advisers, Inc., an investment adviser that provides advisory services to individual and institutional clients and does not sell securities. Invesco Advisers is an indirect, wholly owned subsidiary of Invesco Ltd., which reported $2.5 trillion in assets under management as of June 30, 2026 and serves clients in more than 120 countries.
Anthropic’s Claude for Financial Advisors Launch
The connector extends Claude for Financial Advisors, which Anthropic released on September 14, 2026 as a suite of connectors and workflow skills designed for the research, preparation, and documentation tasks that occupy an advisor’s time. Anthropic’s launch article listed Invesco among its connector partners at launch, saying the Invesco for Advisors connector brings portfolio intelligence and practice management insights into Claude.
The launch roster spans CRM, custody, portfolio reporting, financial planning, estate planning, and meeting tools, with named participants including Charles Schwab, BlackRock, Vanguard, Franklin Templeton, Addepar, and Envestnet. Those join connectors already available in Claude, among them Microsoft 365, Salesforce, DocuSign, Box, S&P Global, and Morningstar.
Anthropic said the suite’s skills support specific moments in an advisor’s day, including pre-meeting preparation, portfolio rebalance review, post-meeting notes and follow-up, prospect intake, and estate and tax briefs. A compliance skill screens client-facing language against the SEC Marketing Rule to flag potential issues and helps firms document review activities. Investment recommendations, client communications, compliance determinations, and other regulated activities remain subject to human review and approval, according to Anthropic.
Anthropic recommends its Enterprise plan for registered investment advisers because it includes audit logs that support recordkeeping. Explaining the product’s rationale, Anthropic’s article cited Kitces research finding that a typical advisory practice spends only a sixth of its time in client meetings, along with EBRI’s 2026 Retirement Confidence Survey, in which over four in 10 American workers said they do not know who to go to for good financial or retirement planning advice.
Invesco’s release attached explicit limits to the connector’s use. The Invesco Connector for Claude for Financial Advisors provides information for educational purposes only and does not constitute investment advice or a recommendation, the release states, and Invesco does not provide tax advice. It cautions that AI-generated outputs may be inaccurate, incomplete, or outdated, are not recommendations by Invesco, and must be independently reviewed before use rather than relied upon as the sole basis for investment decisions.
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