Who We Serve
Broker-dealers
INVENT® integrates trading, compliance, and analytics into a unified platform, streamlining operations and reducing manual processes. Real-time insights help broker-dealers optimize trading strategies, monitor investments, and enhance client management.
RIAs
INVENT® centralizes portfolio management, financial planning, and client engagement, enabling RIAs to deliver personalized advice efficiently. Seamless integration and automation enhance decision-making, helping advisors focus on client relationships.
insurance Carriers
INVENT® simplifies operations for insurance carriers by unifying policy management, claims processing, and compliance tracking. Advanced analytics and automation enhance risk assessment, client service, and underwriting efficiency.
Real Estate Brokers
INVENT® empowers real estate brokers by integrating property management, client tracking, and financial analytics. Automated workflows and real-time insights optimize transactions, enhance engagement, and drive growth.
According to recent Gartner research, in the next 5 years businesses will shift to a unified data store with apps, analytics and AI seamlessly connected to it.
The Move to Data Ecosystems
Get Ready for the Future Today
START YOUR BUSINESS EVOLUTION JOURNEY!
Cloud Data Platform
1Foundation
Clarity in Data, Confidence in Decisions
Leverage aggregated and clean data to achieve a
50%
reduction in manual data entry errors
20%
decrease in operational expenses
Integrated Applications
2Evolution
Seamless Experiences, Unlimited Potential
Take advantage of integrated apps on top of your data, streamlining workflows, and elevating the quality of interactions between advisors & clients.
35%
more AUM with integrated experiences
Bring your Ideas to Life
3Invention
Build Faster, Innovate Effortlessly with Pre-Built Components
Create a new App or design a custom platform for your clients and staff using integrated Apps.
10x
faster to build your unique applications on Invent
Invent Your Edge
Integrated Apps
Seamless Apps, Limitless Growth
Explore a variety of integrated apps built by Invent®, 3rd party vendors, and product providers.
Trusted by Firms of All Sizes
Trevor R. Chuna
CHIEF TECHOLOGY OFFICER
Sequoia's technology vision is focused on driving an obsessive client experience for the digitally augmented RIA of the future. Invent® has turbo- charged our ability to execute on this vision and expanded our possibilities for future innovation through unique user experiences, data integration and access.
Colleen Bell
President, Innovation and Experience
We have always appreciated the partnership with Invent® and their innovative approach. The Invent® team is always willing to do something different than what others are doing now. The Invent® platform will allow us to continue to build out business analytics for our Financial Professionals to make better business decisions and serve their clients today and in the future.
Scott Durkin
President and COO
Invent® has been an invaluable partner in helping us transform our agent’s day-to-day businesses. Now agents, managers and staff have a unique view into the business they represent with lightning-fast search across our databases. We are excited to start leveraging Invent® to streamline and grow our agent’s productivity (and sales volume) . As part of Douglas Elliman’s continuous digital transformation strategy, we have partnered with Invent® to take the agent experience to a greater level of excellence.
As Featured In
Industry Awards
Certifications
Cloud Platform
Data Analytics
Data Analytics
Application Development
Application Integration
Application Integration
