InventStore: Your Apps, Your Data, Your Way!
Configure your SuperApp using your favorite integrated apps from the InventStore
Adjust your personalized workspace in minutes with curated suite of applications you use integrated into user experience for every role from advisors to executives.
Plus, developers can create, market, and monetize their innovative apps, fueling a thriving ecosystem that drives continuous improvement and growth
Configure suite of apps you use integrated into user experience for every role from advisors to executives
Developed by Invent®, a leader in WM B2B solutions, our platform empowers you to create a customized digital workspace tailored exactly to your business needs.
Solutions That Serve Your Needs
Advisors, managers, broker-dealers or part of a specialized team will discover a rich selection of bundled products and individual applications that streamline your daily operations and enhance efficiency.
A Workspace That Grows with Your Business
Imagine a workspace where advisor portals, client engagement systems, and advanced AI assistants are seamlessly integrated to grow with your business. With Invent® Store, you enter an ecosystem built for rapid innovation and extensive customization.
Empowering Developers
Invent® Store is also a dynamic platform for developers.
If you have an app that can revolutionize Wealth Management, you can publish it in InventStore, reach a targeted audience, and generate revenue.
Integrated Applications Map
on Invent® Platform
Advisor Portal
Personalized user experience for advisors, admins and staff using their favorite apps integrated into your custom All-in-one
Choose from pre-configured portal templates for fee-only or hybrid firms that include your CRM, portfolio management, custodian, and other microApps or configure your unique persona-driven user experience.
Client Portal
Enable web or mobile client portal experience tailored for your firm
Curated data unified from all your applications available for your client access. Choose from apps in the InventStore and/or pursue your vendors to build microApps on Invent® to enhance your client experience.
Back-office portal
Streamline your back office operations with a back-office desktop tailored for every role.
Connect ticketing/support, case management, workflow, and compliance systems into a single portal configured for each user of your back office team and the C-Suite
Experience Builder
Experience Builder is a portal design tool that enables you to create personalized visual experiences tailored for any persona and purpose.
It simplifies the integration of a wide range of Micro apps into your portal and makes it easy to build new Micro apps, allowing you to expand and customize your digital experience.
