Invesco Total CX
Invesco Total CX – the Total Client Experience™ – is a powerful all-in-one platform that is designed to empower you to achieve greater possibilities for your clients, business and portfolios.
Connect with your clients
Elevate your client interactions with the support of our time-tested client-management strategies, insights and resources.
Choose the right words
Resources designed to deepen trust, and client scripts backed by industry-leading studies1 on effective language
Build client confidence
Context and resources designed to help clients adopt sound investing principles, navigate markets and stick with investment plans
Share market insights
Client-friendly market insights on the latest trends and policies impacting global markets
Enhance your business
Grow your practice and optimize your team’s performance in a complex and competitive environment.
Benchmark your practice
Benchmark your practice with the first diagnostic2 built to analyze peer ranking and provide custom resources designed to help in every area of your practice – powered by Invesco and Cerulli Associates.
Create a reliable new business pipeline
Research-based processes designed to help you drive referrals, build strategic partnerships, and cultivate new business
Drive efficiency in your practice
Industry-leading resources designed to create capacity, motivate your team, and develop a long-term succession strategy3
Optimize your portfolios
Strengthen your investment process and outcomes with a range of products and expert guidance.
Strengthen your investment process
Analytical tools and expertise designed to help you craft portfolios aligned to your client’s wealth plan and purpose
Manage portfolios with conviction
Proprietary macro frameworks, asset class views, and portfolio management tools.
Draw from a range of solutions
1000+ investment strategies across asset classes and vehicles, as well as model portfolios
Additional resources
Working with your Invesco team
For more on how we can partner with you, submit a request for a call back or contact us directly today.
Transcript: Invesco Total Client Experience
92% of advisors’ clients are interested in their advisor’s perspectives on the market and economy, saving and planning tips, or other financial education
78% of advisors find practice management programs to be useful
86% of advisors value portfolio construction resources and portfolio analysis tools
That’s why we created Invesco Total CX- the total client experience. It’s a powerful platform of tools, coaching, and content designed to help achieve greater possibilities for you and your clients all in one place. Invesco Total CX aims to help you
Connect with Clients: language research to choose the right words, resources and content designed to help build client confidence and timely perspectives on global markets and policy.
Enhance your business: Practice diagnostics, peer benchmarking, and coaching designed to help drive new business and promote practice efficiency
Optimize your portfolios: Portfolio analytics and consultations, actionable expertise, and a wide range of solutions designed to help strengthen your investment process and manage with conviction.
Welcome to a new way to leverage the full power of one of the world’s largest asset management firms. Welcome to Invesco Total CX. Experience it with us today
Not a Deposit | Not FDIC Insured | Not Guaranteed by the Bank May Lose Value | Not Insured by any Federal Government Agency
Source for "92% of financial professionals' clients are interested in their advisor's perspectives on the market and economy, saving and planning tips, or other financial education": YCharts, Advisor-Client Communication Survey: Aligning Advisor Strategies with Evolving Client Preferences, 2024. Note: YCharts utilizes the term "advisor" instead of "financial professional" utilized by Invesco Distributors, Inc. Used with permission.
Source for "78% of advisors find practice management programs to be useful": Cerulli Associates, U.S. Intermediary Distribution Report, 2024: Maximize Product Distribution Through Financial Advisors. Note: Cerulli Associates utilizes the term "advisor" instead of "financial professional" utilized by Invesco Distributors, Inc. Used with permission.
Source for "86% of advisors value portfolio construction resources and portfolio analysis tools": Cerulli Associates, U.S. Intermediary Distribution Report, 2024: Maximize Product Distribution Through Financial Advisors. Note: Cerulli Associates utilizes the term "advisor" instead of "financial professional" utilized by Invesco Distributors, Inc. Used with permission.
All investing involves risk, including risk of loss.
Invesco Global Consulting programs are for illustrative, informational and educational purposes. We make no guarantee that participation in any programs or utilization of their content will result in increased business for any financial professional.
This does not constitute a recommendation of anu investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
TCX = Invesco Total CX — the Total Client Experience™
All data created by Invesco Global Consulting unless otherwise noted.
Note: not all products, materials or services are available at all firms. Financial professionals should contact their home offices.
invesco.com/us 06/25 Invesco Distributors, Inc. NA4585205
