ATLANTA -- Invesco Ltd. (NYSE: IVZ), which manages US$2.5 trillion in assets as of June 30, 2026, is working with Anthropic to make its portfolio intelligence and practice management data available through Claude for Financial Advisors.

Providence, R.I. – September 17, 2026 -- Wealthbox, a CRM software provider for financial advisors, has become a launch partner for Claude for Financial Advisors, a new offering from Anthropic that embeds the Claude AI model into advisor workflow tools.