The Fastest Way to
Own All Your Data
and elevate your
Advisor & Client Experience
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
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
Application Development
Application Integration

INVENT® Integrated Digital Ecosystem

INVENT® is focused on digital transformation within the wealth management and real estate sectors. The platform provides a comprehensive ecosystem—called iDEaaS™ (Integrated Data Ecosystems as a Service) — which helps firms modernize their technology stacks while improving efficiency and client interactions.

INVENT® is a forward-thinking technology company that empowers firms in the wealth management and real estate sectors to embrace the future through innovative digital transformation. As these industries face increasing pressure to modernize, streamline processes, and enhance client experiences, INVENT® provides the tools and strategic vision necessary to stay ahead of the curve. The company understands the complex challenges of legacy systems, regulatory compliance, and client expectations—and responds with a tailored, holistic approach to digital innovation.

At the core of INVENT®’s value proposition is iDEaaS™ — Integrated Data Ecosystems as a Service — a next-generation digital platform that acts as the technological backbone for transformation. iDEaaS™ offers a fully integrated suite of solutions that enable firms to unify disparate data sources, automate workflows, and introduce intelligent decision-making across the organization. Its modular architecture allows for flexible implementation, ensuring a smooth transition from outdated legacy systems to a more agile and future-proof digital environment.

Through iDEaaS™ organizations gain the ability to modernize their technology stacks with minimal disruption to daily operations. The platform is built to scale — supporting growth, innovation, and efficiency at every stage of a firm’s digital journey. With its emphasis on interoperability, security, and user-centric design, iDEaaS™ not only enhances internal processes but also creates more seamless, personalized, and engaging client interactions. This positions companies to deliver greater value to their clients while improving operational resilience and scalability.

INVENT® doesn’t just deliver technology — it provides strategic partnership. Its team works closely with clients to assess their unique needs, align digital initiatives with business goals, and ensure long-term success. From planning and implementation to ongoing optimization and support, INVENT® serves as a trusted advisor, guiding firms through complex digital landscapes with expertise and clarity. This consultative approach helps clients reduce risk, accelerate time to value, and build digital capabilities that drive real business outcomes.

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