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Submitted URL: https://www.invesco.com/us/en/financial-professional/total-cx.html?audienceRole=FinancialProfessional
Effective URL: https://www.invesco.com/us/en/financial-professional/total-cx.html
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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.


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Invesco Contribution Manager (ICM) supplies tools for plan sponsors to
efficiently manage retirement plans.


COLLEGEBOUND 529

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INDIVIDUAL INVESTOR

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administrators.

Individual investors include: current investors; prospective investors, and plan
administrators.

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FINANCIAL PROFESSIONAL

Financial professionals include: financial advisors, retail wholesalers;
financial planners; broker/dealer home office; wirehouses; registered financial
advisors; and bank trusts.

Financial professionals include: financial advisors, retail wholesalers;
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INSTITUTIONAL



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Main content




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.

Watch video



CONNECT WITH YOUR CLIENTS

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

How to connect



CHOOSE THE RIGHT WORDS

Resources designed to deepen trust, and client scripts backed by
industry-leading1 studies on effective language 

See resources


BUILD CLIENT CONFIDENCE

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

See how


SHARE MARKET INSIGHTS

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

View latest trends


ENHANCE YOUR BUSINESS

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

How to enhance



BENCHMARK YOUR PRACTICE

Benchmark your practice with the first diagnostic2 to analyze peer ranking and
provide custom resources designed to help in every area of your practice –
powered by Invesco and Cerulli Associates.

Take the survey


CREATE A RELIABLE NEW BUSINESS PIPELINE

Research-based processes designed to help you drive referrals, build strategic
partnerships, and cultivate new business

Learn new processes


DRIVE EFFICIENCY IN YOUR PRACTICE

Industry-leading2 resources designed to create capacity, motivate your team, and
develop a long-term succession strategy

View resources


OPTIMIZE YOUR PORTFOLIOS

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

Learn more



STRENGTHEN YOUR INVESTMENT PROCESS

Analytical tools and expertise to help you craft portfolios aligned to your
client’s wealth plan and purpose

See how


MANAGE PORTFOLIOS WITH CONVICTION

Proprietary macro frameworks, asset class views, and portfolio management tools.

View frameworks


DRAW FROM A RANGE OF SOLUTIONS

1000+ investment strategies across asset classes and vehicles, as well as model
portfolios

Explore strategies


ADDITIONAL RESOURCES

 * Download the brochure
 * Download the flyer


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.  

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FOOTNOTES

 * 1
   
   Since 2007,  we have conducted the largest and most comprehensive study on
   financial language in the industry; over 13,000 investors have been surveyed
   as part of our 22 studies and 58 dial sessions.

 * 2
   
   Invesco Global Consulting was established in 1998 and today offers more than
   25 practice management and communications programs, customized workshops and
   comprehensive consulting modules with exclusive, research-based content.

Total CX Video
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View transcript


TRANSCRIPT: INVESCO TOTAL CLIENT EXPERIENCE

75% of financial professionals’ clients want more engaging investing, market and
planning-related content.1

80% of financial professionals want help from asset management firms to optimize
their businesses.  2

78% of financial professionals want support on portfolio construction and risk
management. 2

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 – all in one place.

Invesco Total CX aims to help you: 

Connect with Clients 

Language research to choose the right words, resources and content to help build
client confidence and timely perspectives on global markets and policy.

Enhance your Business

Practice diagnostics, peer benchmarking, and coaching to help drive new business
and promote practice efficiency.] 

Optimize your Portfolios  

Portfolio analytics and consultations, actionable expertise, and a wide range of
solutions 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 to create greater possibilities, for you, your practice
and your clients.  

Welcome to Invesco Total CX.

Experience it with us today.

Disclosures (not being read, only showing up on screen)

NOT A DEPOSIT | NOT FDIC INSURED | NOT GUARANTEED BY THE BANK | MAY LOSE VALUE |
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

1Source: Y Charts, How can advisors better communicate with clients, December
2019, https://go.ycharts.com/hubfs/YCharts_Client_Communications_Survey.pdf

2Source: Broadridge, April 27, 2020,
https://www.broadridge.com/press-release/2020/financial-advisors-accelerate-shift-to-holistic-financial-planning

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.

This does not constitute a recommendation of any 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.

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

invesco.com/us 5/22 Invesco Distributors, Inc. NA 2076775

Expand Collapse

NA2163541

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

Invesco Distributors, Inc. is affiliated with neither Cerulli Associates nor
Cerulli, Inc.

All investing involves risk, including risk of loss.

This does not constitute a recommendation of any 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.

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



LOGIN



 * Login
 * Client account access

PRODUCTS



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 * View All Products

CAPABILITIES



 * ETF Strategies
 * Municipal Capabilities
 * Managed Accounts
 * Model Portfolios
 * Global Liquidity
 * Real Estate
 * Invesco Investment Solutions
 * Retirement
 * CollegeBound 529
 * Collective Trusts
 * Global Equities

INSIGHTS



 * Featured Insights
 * Markets & Economy
 * Investments
 * Defined Contribution
 * Podcast
 * Press Releases
 * Product News

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.

Company Information



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STAY CONNECTED

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NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

This information is intended for US residents.


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.

Invesco Distributors, Inc., is the US distributor for Invesco Ltd.'s Retail
Products, Collective Trust Funds and CollegeBound 529.

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.



©2022 Invesco Ltd. All rights reserved


LEAVING INVESCO.COM

This link takes you to a site not affiliated with Invesco. The site is for
informational purposes only. Invesco does not guarantee nor take any
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