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Your Integrated Data Ecosystem

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    What to Expect Next?

    For Firms Just Starting their Data Journey you will receive:

    • Recommendations to eliminate manual data movement across systems
    • How to design a flexible, cloud-native data architecture that supports your business growth
    • Examples of quick wins for reporting, compliance, and client experience.

    For Firms With an Existing Data Strategy we’ll dive into:

    • Data Cost and Implementation Timeline Analysis Benchmarked against similar firms to identify savings and efficiency opportunities.
    • Data Lake and Warehouse Guidance
      Insights into integrating with data lakes leveraged by Orion and Addepar—such as Snowflake and Redshift—including estimated usage patterns and integration strategies.
    Learn More about a Demo

    Who Is This Demo For?

    • Registered Investment Advisors (RIAs) managing $1B+ AUM
    • Broker-dealers, OSJs, TAMPs, and enterprise aggregators
    • Wealthtech innovators looking to unify data and analytics
    • Data, Ops, Compliance, and Product leaders

    What Happens Next?

    1. Discovery Call

      We’ll reach out within 1 business day to understand your firm’s data needs and environment.

    2. Tailored Walkthrough

      We’ll personalize your demo to showcase INVENT features that best match your workflows, integrations, and user roles.

    3. Integration Fit Session (Optional)

      Need to complement existing Snowflake, Redshift, or Databricks stacks? We’ll walk through hybrid deployment options and orchestration strategies.

    4. Roadmap Discussion

      We’ll outline potential integration paths, implementation timelines, and value milestones for your team.

    What You’ll See in the Demo?

    • A deep dive into INVENT’s unified Wealth Management Data Lakehouse — a modern architecture built on Delta Lake and Data Vault 2.0, designed to deliver a scalable, audit-ready single source of truth for clients, households, accounts, products, and advisors, complete with full historical lineage, role-based access control (RBAC), and regulatory-grade data governance.
    • Live, persona-specific dashboards and reporting — real-time analytics tailored to the needs of advisors, compliance teams, and firm leadership, powered by INVENT Analytics.
    • Enterprise-grade Master Data Management (MDM) — harmonize and reconcile data across custodians, CRMs, financial planning platforms, and internal systems to eliminate silos and deliver consistent, trusted data across the organization.
    • Event-driven workflow orchestration — automate complex onboarding, servicing, and compliance workflows with INVENT’s embedded workflow engine, supporting both human and system-driven actions with real-time alerts and escalation paths.
    • Portal and experience customization at scale — leverage INVENT Experience Builder to create branded, role-specific digital experiences and embed MicroApps that surface actionable data in context—without custom code.
    • Robust API ecosystem for seamless integration — native interoperability with custodians, CRMs, policy platforms, planning tools, and operational systems, all backed by RESTful APIs, webhooks, and SDKs to enable full extensibility.
    • Flexible deployment and interoperability with existing lakehouse ecosystems, including native support for:

    Bonus: Benchmark Your Data ROI

    As part of your demo, INVENT offers a complimentary Data Cost & Implementation Timeline Analysis, including:
    • Comparative implementation timelines for firms of similar size and complexity
    • Data integration benchmarks by custodian, CRM, and planning tool
    • Operational efficiency KPIs tracked across onboarding, compliance, and reporting
    • Cost-saving opportunities by consolidating vendor tools and reducing manual reconciliation

    Request a Demo

      BONUS:

      Review of Your Advisor & Client Onboarding Process
      We’ll evaluate your current onboarding workflows and show how a modern data platform paired with the right AI strategy can dramatically reduce manual effort, speed up onboarding, and improve overall advisor and client experience.

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