景顺正与Anthropic合作，让理财顾问在Claude for Financial Advisors中使用其模型投资组合和执业工具。CAIS、Conquest和FINNY同日各自添加了连接器，时间为Anthropic提交IPO申请的一天后。
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.
景顺周二表示，该资产管理公司正与Anthropic合作，将其模型投资组合接入Claude。一个新的景顺连接器，或称连接接口，将允许使用其投资组合的理财顾问在Claude for Financial Advisors中查看这些数据。
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于9月为理财顾问推出了该工具，这是其始于5月的进军金融领域计划的一部分。该工具将Claude与理财顾问已使用的投资组合、研究和规划工具相连接。
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.
景顺的连接器还为理财顾问提供其关于如何运营和发展公司的研究。它还增加了一个带有现成脚本的推荐计划。理财顾问可以使用景顺的现成投资组合，或与该公司共同构建定制投资组合。
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.
景顺为客户管理2.5万亿美元。Clint Harris负责其解决方案和定制策略部门。
Invesco manages $2.5T for clients. Clint Harris runs its solutions and custom strategies unit.
“我们很高兴推出Claude连接功能，这将使现有模型顾问能够获得更大的访问权限，”他说。
“We are excited to roll out Claude-connectivity, which will allow existing model advisors to have greater access,” he said.
景顺表示，该工具仅用于教育目的，不构成投资建议。它警告称，AI的回答可能错误或过时，任何人依赖之前必须进行核查。
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 It warned that AI answers may be wrong or out of date, and must be checked before anyone relies on them.
其他公司也在接入。为理财顾问开发软件的CAIS、Conquest和FINNY本周各自添加了Claude连接器，据《财富管理报》报道。这发生在Anthropic提交IPO申请的一天后。
Other firms are plugging in too. CAIS, Conquest and FINNY, which make software for advisers, added their own Claude links this week, WealthManagemenm reported. That came a day after Anthropic filed for its IPO.
Anthropic在该领域有竞争对手。伦敦的MDOTM，其AI平台被摩根士丹利和安本标准使用，于7月筹集了2700万美元。
Anthropic has rivals in the field. London’s MDOTM, whose AI platform is used by Morgan Stanley and Amundi, raised $27M in July.