Why Invent?

  • Harmonized Data Lakehouse: Establish a single, institutional-grade "Golden Record." We unify and clean performance, risk, and client data from all sources into a high-fidelity foundation for accurate reporting.
  • Autonomous Agentic Intelligence: Move beyond basic analytics. Our AI Agentic Framework leverages your AI-Ready data to deliver real-time reasoning, proactive trend detection, and "next-best-action" guidance for immediate decision-making.
  • Modular Ecosystem: Using our Experience Builder, firms can rapidly deploy role-specific micro-apps and hyper-personalized workstations tailored to the unique needs of every advisor and staff member.
  • Intelligent Workflow Automation: Eliminate the friction of manual "swivel-chair" operations. Our FlexMart-powered engine orchestrates complex, multi-system tasks autonomously, significantly reducing operational overhead and human error.
  • Enterprise Velocity & Scalability: Built on a cloud-native architecture, INVENT provides the infrastructure to scale infinitely and launch new digital services or integrations in weeks, not years.
  • Institutional Wealth Management DNA: Our platform is purpose-built to handle the complexities of the industry, from multi-custodian data and complex rep codes to deep AUM accounting and regulatory nuances.
  • Transformed User Experiences: Deliver a unified, modern interface through advanced advisor portals and investor workstations that increase engagement, retention, and brand loyalty.
Industry Awards & Certifications
America's fastest growing private companies logo
ThinkAdvisor Luminaries Awards 2024 logo
wealth management industry awards 2025 logo
AICPA SOC 2 logo
Gold Microsoft Partner logo
Cloud Platform Data
Analytics
Silver Microsoft Partner logo
Application Development
Application Integration
Invent Your Edge
Integrated Apps

Seamless Apps, Limitless Growth

Explore a variety of integrated apps built by Invent®, 3rd party vendors, and product providers.
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Nitrogen app logo
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Outlook app logo
Addepar app logo
Morningstar app logo
Envestnet app logo
Charles schwab app logo
Salesforce app logo
Goldman Sachs app logo
DTCC app logo
Orion app logo
Redtail app logo
M-files app logo
Fidelity app logo
Wealthbox app logo

As Featured In

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Invent Partner - Financial Planning logo
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Invent Partner - Think Advisor logo
Invent Partner - Wealth Management logo

Trusted by Firms of All Sizes

Invent Partner - Allianz logo
Invent Partner - Integrated partners logo
Invent Partner - Goldman Sachs logo
Invent Partner - Stratos logo
Invent Partner - Concurrent logo
Invent Partner - Nations Finansial Group logo
Invent Partner - Merchant logo
Invent Partner - Kingsview Partners logo
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