Data Lakehouse

The INVENT Data Lakehouse is a modern, enterprise-grade data foundation purpose-built for the complexities of wealth management. It merges the flexibility of a data lake with the performance and governance of a data warehouse—empowering your firm to store, govern, transform, and analyze data across every line of business.

Whether you’re an RIA platform, broker-dealer, OSJ, or advisor aggregator—INVENT gives you a single, trusted source of truth to drive decisions, ensure compliance, and scale growth.

Why INVENT Data Lakehouse?

In today’s wealth management environment, data is your firm’s most strategic asset—but only if it’s unified, trusted, and actionable. Most firms struggle with siloed systems, legacy platforms, manual processes, and inconsistent reporting. INVENT solves this with a modern, purpose-built data platform engineered for the real-world complexities of financial services.

Purpose-Built for Wealth Management

Unlike generic data solutions, INVENT is designed specifically for the needs of RIAs, broker-dealers, OSJs, and multi-custodian platforms. From AUM tracking to compliance reporting, rep code harmonization to householding logic—INVENT speaks the language of wealth management.

Key Features

Unified Data Architecture with Lakehouse + Data Vault 2.0

At the heart of INVENT is a next-generation Data Lakehouse, combined with the Data Vault 2.0 methodology. This gives you:

Scalable, historical, and audit-ready data modeling
Support for structured, semi-structured, and unstructured data
Real-time and batch ingestion across custodians, CRMs, and planning tools
Schema evolution to support changing business rules

Master Data Management (MDM) Across the Enterprise

INVENT includes built-in MDM to create a single source of truth for core entities like:

Clients and households
Financial professionals and rep codes
Accounts, products, and legal entities

This enables consistent data across CRM, planning, compliance, reporting, and compensation systems —reducing errors, reconciliations, and operational risk.

Regulatory-Grade Governance & Auditability

INVENT enforces strong data governance, privacy, and compliance controls:

Role-based access control (RBAC) with Microsoft Entra ID, Okta, and OpenFGA
Full data lineage, change tracking, and audit trails
SOC 2-aligned controls, encryption, and policy-based access
Seamless support for KYC, AML, Reg BI, and SEC requirements

Embedded Workflow Automation

With n8n.io embedded as the native workflow engine, INVENT enables:

Intelligent alerts and notifications
Case orchestration (onboarding, ACATs, servicing)
Trigger-based workflows across data, APIs, and apps
Custom workflows integrated into portals using Experience Builder

Embedded Analytics for Everyone

INVENT integrates with Apache Superset for intuitive, no-code data exploration:

Create dashboards without SQL
Drill down into clients, accounts, AUM, revenue, and onboarding pipelines
Role-based dashboards for advisors, executives, compliance, and operations

Modular “SuperApp” Enablement

Through INVENT Experience Builder, firms can:

Build modular, persona-based portals
Embed MicroApps with data context
Personalize user experiences by role, team, or business line
Support advisor transitions, multi-brand strategies, and field rep hierarchy views

Open, Secure, and Interoperable

INVENT is cloud-native, with support for:

Azure Data Lake Storage Gen2, OneLake, and Delta Lake
Databricks, Snowflake, Trino, and Flink compute
API-first integration for data push/pull, alerts, workflows, and MicroApps
SSO, SCIM 2.0, and secure session management

Unified Data, Built for Scale

INVENT seamlessly ingests, harmonizes, and stores structured and unstructured data across:

Custodians (e.g., Pershing, Schwab, Fidelity)
CRMs (e.g., Salesforce, Redtail)
Planning and insurance systems
Onboarding and policy platforms

Through Data Vault 2.0, INVENT ensures historical traceability, auditability, and flexibility—supporting evolving business models, regulatory needs, and rep code structures.

Interoperable by Design

Our Lakehouse integrates with:

Snowflake and Databricks via native connectors
Open APIs and SDKs for pushing or pulling data into CRMs, TAMPs, policy engines, or custom apps
Azure OneLake and modern Microsoft Fabric environments for extended ecosystem compatibility

Data You Can Trust

Our architecture supports:

ACID transactions for data reliability
Schema evolution without breaking pipelines
Master Data Management (MDM) to standardize clients, households, accounts, and reps across all systems

This creates a true single source of truth, trusted by both business and compliance teams.