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INVESCO CLIENT ACCOUNT ACCESS

Invesco Client Account Access is a mobile-friendly site that provides financial
professionals with a single view into retirement and non-retirement accounts.


RETIREMENT PLAN MANAGER

Retirement Plan Manager provides plan sponsors the tools they need to more
effectively manage their retirement plans.


INVESCO CONTRIBUTION MANAGER

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COLLEGEBOUND 529

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Institutional


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Main content


INVESCO TOTAL CX


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
 * Choose the right words
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CHOOSE THE RIGHT WORDS

Resources designed to deepen trust, and client scripts backed by the
industry’s largest study on the language of financial services.¹

  


BUILDING OPPORTUNITIES

Invesco Global Consulting shares research-based language to "use" with investors
when introducing real estate investments.
 

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Priceless

Invesco Global Consulting offers research-based guidance for financial
professionals to communicate their value.

Fi∙natical curiosity

This program aims to help financial professionals embrace the power of curiosity
to capture more client assets.

How to keep your best clients

It's not the clients you win; it's the clients you keep. Our business-building
program, The Golden Hour, shares how to use a “golden” touch to help you keep
at-risk clients.

New word order

Our in-depth research study highlights language for financial professionals to
"use" to communicate more effectively.

T.E.A.M. dynamics

This program is designed to help financial professionals use personality
dynamics to attract and retain clients.


PRACTICE INNOVATION INDEX TOOLKITS



Deep Discovery

Join Invesco Global Consulting team members as they provide insight on how to
conduct an effective and efficient discovery meeting.


BUILD CLIENT CONFIDENCE

Context and resources designed to help clients adopt sound investing principles,
navigate markets and stick with investment plans.

  

COMPELLING WEALTH MANAGEMENT CONVERSATIONS

Use story and visual illustration built to help keep investors “buckled-in” to
their long-term investment strategies.

FINANCIAL LITERACY

Our financial literacy program covers three key phases people go through when
managing their wealth.

INVESCO QQQ HOW NOT TO SUCK AT MONEY

Learn more about important life lessons including budgeting, building credit,
and investing.


SHARE MARKET INSIGHTS

Client-friendly market insights on the latest trends and policies impacting
global markets.


  


PORTFOLIO PLAYBOOK

Get timely investment ideas, an overview of what’s happening in the markets, and
tips to help optimize your portfolios in our monthly playbook.


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Market and economic insights

Our experts explore the latest market and economic developments — and what they
might mean for you.

Investment Insights

Our experts explore today’s investment opportunities and asset classes and their
implications for investors.

Greater Possibilities Podcast

Join us for candid conversations with portfolio managers, market strategists,
economists, political experts and more, about the possibilities they see ahead.

Good news on inflation overshadowed by debt ceiling concerns

Despite welcome news on US inflation, the looming X-date for the debt ceiling
has investors concerned about what’s to come. Here’s what Kristina Hooper sees
ahead.


INVESCO TOTAL CX

 

  


THE TOTAL CLIENT EXPERIENCE™ – ALL IN ONE PLACE

We're here to partner with you in every aspect of your practice so that you can
focus on what matters most.

 

Learn about Invesco Total CX




CONNECT WITH YOUR CLIENTS

Elevate your client interactions with the support of our time-tested client
management strategies, insights and resources.

How to connect


ENHANCE YOUR BUSINESS

Grow your practice and optimize your team's performance in a complex and
competitive and environment.

How to enhance


OPTIMIZE YOUR PORTFOLIO

Strengthen your investment process and portfolio outcomes with a range of
products and expert guidance.

How to optimize


FRESH INSIGHTS, DELIVERED

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strategists, and investment experts.  

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NA2922697

1Source: Study conducted by Invesco Global Consulting and Maslansky + Partners
since 2007. Invesco Distributors, Inc. is not affiliated with Maslansky +
Partners.

Invesco Global Consulting programs are for illustrative, informational,
educational and entertainment purposes. We make no guarantee that participation
in any programs or utilization of their content will result in increased
business for any financial professional.

All investing involves risk, including risk of loss.

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.

Note: Not all products, materials or services available at all firms. Financial
professionals should contact their home offices.




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CAPABILITIES



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 * Equities
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 * Commodities
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 * Smart Beta
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 * Explore All ETFs
 * Defined Contribution Plans
 * Small Business and Personal Retirement
 * CollegeBound 529
 * Separately Managed Accounts
 * Model Portfolios
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INSIGHTS



 * Featured Insights
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 * DC Insights
 * Greater Possibilities Podcasts

Invesco is an independent investment management company built to help individual
investors, financial professionals, and institutions achieve their financial
goals. We offer a range of investment strategies across asset classes,
investment styles, and geographies. Our asset management capabilities include
mutual funds, ETFs, SMAs, model portfolios, indexing and insurance solutions,
and more.


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Not a Deposit  |  Not FDIC Insured  |  Not Guaranteed by the Bank  |  May Lose
Value  |  Not Insured by any Federal Government Agency


This information is intended for US residents.

Invesco Distributors, Inc. is the US distributor for Invesco's Retail Products,
Collective Trust Funds and CollegeBound 529. Invesco Capital Management LLC is
the investment adviser for Invesco’s ETFs. Invesco Unit Investment Trusts are
distributed by the sponsor, Invesco Capital Markets, Inc. and broker dealers
including Invesco Distributors, Inc. All entities are indirect, wholly owned
subsidiaries of Invesco Ltd.

Institutional Separate Accounts and Separately Managed Accounts are offered by
affiliated investment advisers, which provide investment advisory services and
do not sell securities. These firms, like Invesco Distributors, Inc., are
indirect, wholly owned subsidiaries of Invesco Ltd.

The information on this site does not constitute a recommendation of any
investment strategy or product for a particular investor. Investors should
consult a financial professional/financial consultant before making any
investment decisions.

ETF Shares are not individually redeemable and owners of the Shares may acquire
those Shares from the Funds and tender those Shares for redemption to the Funds
in Creation Unit aggregations only, typically consisting of 10,000, 50,000,
80,000, 100,000 or 150,000 Shares.



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