Invent Cloud
Experience Builder Create Your Super App
INVENT Analytics is a powerful, enterprise-grade analytics solution purpose-built for the complex demands of wealth management firms, RIAs, and broker-dealers. It unifies fragmented, multi-source financial data—spanning custodians, CRMs, financial planning tools, compensation systems, and policy platforms—into a single, trusted foundation for insights.
Experience Builder for
Business Owners
Create Your Super App
Create personalized visual experiences tailored for any persona and purpose. Streamline the integration of third-party systems into your portal by leveraging Micro Apps published in Invent Store or developing your own.
Experience Builder for
Developers
Rapid Development with Modular Components
Utilize our micro frontend framework with an extensive components library, templates, and toolkit to deliver your unique client value proposition through Invent Super App platform
Key Capabilities
Build Custom Portals in Hours
Create dedicated portals or omni-portal for Advisors, Executives, Investors and other players in your business
Personalize Experience
Define user experience for each persona in your business: how they will see the portal and what micro apps they can use
Integrate Micro Apps
With the synergy of FlexMart, Invent Store, and Experience Builder, simply drag and drop micro apps in the board composer to get started
Build Custom Portals in Hours
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Orchestrate the user experience for your firm: create portals per persona, per branch, per business goal or do all in one portal
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Quick start using pre-configured portal templates
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Add portal branding and adjust theme to match look & feel of your firm
Personalize Experience
Portal Navigation
- Easily build Portal Navigation using the visual editor.
- Choose navigation style and master header components.
- Create different portal navigation for different personas.
Default Boards
- Create default boards using Composer drag-and-drop interface.
- Manage access to boards by persona.
- Design boards for different screens.
- Link persona to the board to show only relevant content.
MicroApps
- Manage what Micro Apps need
to be on the portal. - Show only relevant apps for the persona and in the current context.
- Quickly assemble own Micro apps
using widgets and API. - Control Micro Apps versions to ensure reliability.
Let Your Users to Customize Even More!
- Create custom version of
the default board - Build personal boards and
add them into the portal navigation - Use simple drag-and-drop interface and responsive board canvas
