Invesco is working with Anthropic to make its portfolio and practice management tools available through Claude for Financial Advisors. The asset manager announced the new connector on October 27, 2026. Advisors who use Invesco's Model Portfolios can access portfolio information directly in Claude. They can choose Invesco's ready-made portfolios or custom models built with the firm. The connector also gives them access to Invesco's research-based referrals program, which offers personalised scripts to help grow their business. "Leading technology should strengthen the value advisors bring to their clients and create more opportunities for personalized interactions," said John McDonough, head of Americas distribution at Invesco. Invesco manages $2.5 trillion in assets as of June 30, 2026.

Capchase, a vendor financing platform for enterprise technology, has launched Mila, an AI deal desk that works around the clock. Vendors can email Mila a quote, mention her in Slack, or chat at finance.new to get a priced proposal, a buyer credit decision, and ready-to-sign paperwork in seconds. The company says financing a deal still runs on bank hours, in a vendor and equipment financing market worth $1.3 trillion. Mila is free to all Capchase vendors, and has handled more than 75% of the deal desk's financing actions since beta began this summer. Capchase also announced $200M+ in incremental funding, a mix of debt warehouse facilities and equity, to scale its financing infrastructure and add AI features.

Invesco has launched Solutions & Custom Strategies, a unified global platform delivering bespoke investment solutions across wealth and institutional channels. The open architecture platform combines Invesco's investment capabilities in public and private markets with both active and passive strategies. Clint Harris has been appointed Global Head of Solutions & Custom Strategies, reporting to Co-Head of Investments Stephanie Butcher. Darby Nielson joined as CIO of Multi-Asset Solutions, bringing over 20 years of experience in investment strategy. The platform integrates custom models and separately managed accounts with a technology-forward approach. It responds to evolving client needs for greater customisation and deeper partnerships with fewer managers. Invesco manages US$2.5 trillion in assets as of June 2026, serving clients in more than 120 countries.