in manual data errors and cut operational expenses by 20%
Invent® Enterprise Datalake & Data Warehouse
Invent® integrates Data Lakehouse, Governance, and Pipelines for scalable, real-time analytics, ensuring data integrity and compliance.
Data Lakehouse
A Data Lakehouse merges the best of Data Warehouses and Datalakes, enabling fast analytics across all data types. It supports structured and unstructured data at scale while optimizing querying for business intelligence.
Data Governance
Invent® ensures robust Data Governance by providing secure access controls, data lineage tracking, and compliance monitoring. Its centralized framework enforces data integrity, standardization, and regulatory adherence across all integrated systems. Automated policies streamline data classification, reducing risks and enhancing decision-making for financial professionals.
Data Pipelines
Invent® automates Data Pipelines for seamless ingestion, transformation, and delivery. Its scalable architecture enables real-time insights with built-in monitoring and error handling for efficiency and reliability.
Invent® Data Warehouse Benefits
Business Intelligence
INVENT® transforms financial data management with seamless integration, powerful analytics, and predictive insights.
By unifying data from multiple platforms, it provides a comprehensive view of investment performance, risk exposure, and client behavior. With real-time dashboards and advisor segmentation tools, firms can track key business metrics, optimize strategies, and drive smarter decision-making—all within a single, intuitive platform.
Potential functions and utility of a Data Warehouse and Data Lake:
-
Centralized Data
Integrate data from all platforms (Black Diamond, Practifi, SmartX, etc.) into a single source of truth -
Predictive Insights
Use predictive models to anticipate client needs, market shifts, and portfolio changes -
Advisor Segmentation
Measure advisor effectiveness and provide insights for improving performance -
Advanced Analytics
Perform deeper analysis on investment performance, risk exposure, and client behavior, in addition to firm level metrics -
Internal KPI Dashboards
Create real-time dashboards for tracking business metrics like AUM, profitability, and client growth
Unify Your Data, Enhance Your Analysis, Predict the Future:
Empowering Advisors with Comprehensive, Data-Driven Insights
AI & Data Apps
INVENT® leverages AI for intelligent merging and de-duplication of data from multiple applications delivering clean reliable golden record.
From predictive analytics to intelligent processing AI apps from Invent partners streamline client interactions, integrate automation, and optimize investment strategies. Empower your firm and stay ahead in a competitive market by using innovative AI apps built on Invent.
Challenges:
- Main Issue: Hard to get reliable clean data
- Data security – worry that the data used to train AI will leak to public domain
- Proper Data Entitlement and scoping implementation for Financial Services data
- Priority of training data on the consistently reliable data sources (ex: training on data from CRM notes vs data coming from custodian files)
Solutions:
- Invent® provides turnkey dataApps to achieve clean master data for AI
- Invent® Data Warehouse ensures security of all your data.
- Invent® offers a rich industry-specific entitlement model and management service
- Invent® has extensive know-how and models to facilitate consistently reliable data
Admin Console
Control data entitlements, firm hierarchy, and user experience using powerful Invent® Admin Console
It provides administrators with the ability to centrally control users, permissions, resources, and security. The console's interface is designed to be intuitive, allowing for quick access to needed functions and efficient system management.
The Invent® Admin Console includes the following sections:
Integrations
This section allows administrators to configure and manage integrations with external services and applications, significantly expanding the functionality of the Invent® system. Integrations can include APIs, webhooks, or other data exchange methods. This enables companies to automate workflows and optimize interactions between various IT solutions.
DataApps
Admins can manage data as Apps, creating, updating, and controlling access to various datasets. This facilitates easy access to information for different departments or external partners while maintaining control over data and its use.
Users & Groups
Access rights can be managed in detail by creating user groups and assigning specific permissions. This simplifies administration in large organizations where access to information and systems must be strictly regulated.
External Apps
Management of external applications that interact with the Invent® system. Administrators can add new applications, control their access, and monitor their security, ensuring that external applications comply with the company's security policies.
Benefits:
- Custom branding & navigation for your portals and a unique user experience for every persona.
- More flexible and precise data management, allowing for quick adaptation to changing business needs.
- Quickly connect and configure integrated external applications providing flexibility to work with apps your users want.
- The ability to quickly connect and configure external applications, increasing the flexibility of the company's IT infrastructure.
