Press

Senior Developers and Architects from leading wealth management enterprise firms and technology vendors will gather for a two day workshop at the T3 Conference

For financial services firms, digital transformation means improving the experience of financial advisors so they can work more efficiently. It also means adapting to regulatory…

AdvisorPeak joins INVENT’s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions.

The Seattle firm has already quintupled the scale achieved by Tishkevich’s FinanceLogix, but with IBDs replacing software patches with cloud computing, INVENT needs to grow…

” …we are experiencing exponential growth. Larry’s experience, knowledge and advice will be critical to helping us best manage these tremendous opportunities.” – Oleg Tishkevich,…

Seattle-based INVENT, a cloud technology platform and consulting firm for the financial services industry, announced this week that Larry Roth will serve as strategic advisor…