Press

Invent.us is setting out to integrate software for financial planning, customer relationship management, reporting and other specific technology needs.

Cambridge Investment Research announced today it will be implementing cloud-native technology from INVENT.us to redesign its CLIC digital business environment for independent advisors.

The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich’s fintech upstart, INVENT.

~ Cloud-native technology platform short-listed for the highly competitive Technology Innovation category for the launch of the INVENT Platform in the prestigious #Wealthies Awards June…

A consultant’s on-the-ground roundup of the biggest announcements and takeaways from the advisor technology conference. The 2020 Technology Tools for Today (T3) conference kicked off…

Advisors will find new goodies on their platforms as IBDs and national RIAs look to expand their offerings. The stakes were high for all parties at…