Alerts and Notifications

Real-time insights. Actionable intelligence. Connected compliance.

Invent's Alerts and Notifications system delivers real-time, actionable insights directly within the Advisor Portal. With deep integrations, role-based visibility, and flexible automation, it empowers advisors and back-office teams to stay informed, react faster, and streamline compliance workflows.

Distinction Between Alerts and Notifications

Alerts signal issues that require action and remain active until resolved
Notifications are informational messages that may expire or be dismissed without further action

Key Features

Deep Integration with Advisor Portal

Seamlessly embedded into the Invent Advisor Portal, Alerts and Notifications provide advisors and assistants with real-time visibility into events that require their attention, without switching systems.

External API for Programmatic Access

A robust external API enables partner systems to create, retrieve, manage, and archive alerts and notifications. Supports real-time automation, external data feeds, and custom workflows.

Context-Aware Visibility

Role-based visibility ensures that each user sees only the alerts and notifications relevant to their assigned accounts, clients, or households

Flexible UI Navigation

Users can resolve alerts via deep links directly into the originating systems (e.g., Schwab, Fidelity) at account, client, household, and portfolio levels

What's Coming Next

Self-Service UI for Home Office Users
A dedicated interface for the back-office team to manage alerts, review audit trails, and push tasks to advisors
Automation Engine for Data Lake Events
Automatically generate alerts based on surveillance rules and internal queries from the Data Lake—for example, detecting low trading activity, high cash concentrations, or improper wiring practices
Integrations with Custodian Systems Alerts
Direct connections with Schwab, Fidelity, LPL, and Orion allow Invent to surface custodial alerts (e.g., NIGO/IGO statuses) inside the unified Invent UI