Our Story
INVENT® is a next-generation data platform purpose-built for the wealth management industry.
Our flagship solution—INVENT IDEAS (Integrated Data Ecosystem as a Service)—enables RIAs, broker-dealers, and advisor platforms to centralize fragmented data, orchestrate complex workflows, and power intelligent analytics within a single, unified digital environment.
By consolidating data across custodians, CRMs, financial planning tools, and compliance systems, INVENT delivers a trusted, real-time foundation that fuels everything from client onboarding to performance reporting. Through seamless cross-application integration and embedded workflow automation, firms can dramatically reduce manual effort, increase operational efficiency, and deliver more responsive advisor-client engagement.
Invent® executes in PARTNERSHIP with your firm and your team.
For years, financial and real estate organizations have been focused on attempting to upgrade their systems in order to stay current with today’s more complex and rapidly changing demands from their clients; however, the pace of change continues to accelerate, which limits a firm’s ability to successfully implement adequate solutions.
Formulating a digital transformation strategy and transitioning to the cloud is not easy, nor is it fast , without the proper technology, process, and people to help you get there – that is where Invent® can help....