Intelligent Application & Data Enterprise Platform

Invent Store Developers Portal Custom AI Agents
& Analytics

Invention

Build unique Apps & AI Agents 10x faster

Portal &
Experience
Builder Applications AI Agents Intelligent
Workflows

Evolution

Choose from published apps to build your experience

Agentic AI
Framework Invent
Analytics

Data Lakehouse - Single Source of Truth

Data Adapters from 100+ Connected Business Apps

Foundation

Consolidate data from all sources into a single, trusted source of truth

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Recognized

as a Representative
Vendor in the 2025

Gartner® Market Guide

for Data Management Solutions in Banking

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Download your complimentary copy of the report today to find out why!

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

Cloud Platform Data
Analytics

Application Development
Application Integration

1Foundation

AI Ready, Unified & Trusted Wealth Data Foundation

Data Lakehouse

All your data, clean and connected.
Brings data from different systems into one place, cleans it, and organizes it. Gives the firm a single, reliable source of truth to build decisions on.

Business Intelligence

Turns data into clear insights.
Transforms data into understandable reports, dashboards, and metrics. Helps teams quickly spot trends, issues, and opportunities — without manual analysis.

AI & Data Apps

Smart tools powered by your data.
Includes AI-driven micro-apps like the Client 360 AI Assistant, which gives advisors an instant, comprehensive view of each client and supports faster, more informed decisions.

AI Framework

The Invent Agentic Framework powers autonomous intelligence, transforming AI-ready data into proactive financial workflows that eliminate all manual operational friction

Clarity in data, confidence in decisions. Leverage aggregated and clean data to achieve a

50%

manual data
entry errors

20%

decrease in operational expenses

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2Evolution

Seamless Experiences, Unlimited Potential

Portal and Experience Builder

Empowers firms to design modular, AI-ready workstations and client portals. This low-code environment unifies fragmented applications into a single, cohesive interface, delivering hyper-personalized digital experiences that increase advisor engagement and operational efficiency.

Workflow Automation

Empower institutional scale with Invent’s Workflow Automation Engine, driven by Agentic AI. These specialized agents autonomously mitigate operational risks and orchestrate multi-system task coordination, eliminating manual data-wrangling to ensure enterprise-grade compliance and seamless execution across your entire digital ecosystem.

Agentic AI

Power your firm with an end-to-end intelligence engine that turns AI-Ready Data into decisive action.
The INVENT AI Framework integrates deep financial intelligence with AI workflow automation to proactively manage your most critical KPIs. Our specialized agents autonomously bridge the gap between "insight" and "execution"—diagnosing risks and executing manual resolutions so your advisors can focus on high-value client relationships, not data-wrangling.

Invent Store

Scale your ecosystem with the application store, the premier marketplace for pre-integrated applications. Rapidly deploy specialized tools and widgets that plug directly into your platform, ensuring seamless interoperability and accelerated innovation while eliminating the complexity of custom integrations

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

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3Invention

Bring your Ideas to Life

Developer Portal and SDK Licenses for Application Development

Empower your engineers with the Invent Developer Portal. Access enterprise-grade SDKs and secure licenses to build, test, and deploy specialized wealth management applications. Our robust toolset ensures your custom solutions are interoperable, scalable, and fully AI-ready within the Invent ecosystem.

Accelerate your firm’s innovation with Invent VIP Consulting Services. Our elite experts provide bespoke strategic guidance and specialized development to build high-performance, enterprise-grade applications. Ensure your custom solutions are fully optimized for the Invent Cloud, maximizing scalability and AI-readiness.

VIP Consulting Services for Custom Development

Empower your firm’s digital transformation with Invent VIP Consulting Services. Our elite engineering team specializes in architecting custom applications, sophisticated analytics, and institutional-grade reporting solutions. By bridging legacy silos through bespoke integration development, we ensure your ecosystem is optimized for the Invent Cloud. Partner with our experts to accelerate your product roadmap and achieve true enterprise-scale AI-readiness and long-term success

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

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Invent Your Edge

Integrated Apps