Transform Your Advisory Tech Stack with Invent Store
Unlock Efficiency & Growth for Your Firm
In today's fast-paced wealth management landscape, staying ahead means leveraging the best technology.
INVENT STORE – is your central hub for discovering and accessing powerful applications and data integration bundles specifically designed for wealth management professionals.
Stop wrestling with disparate systems and unlock seamless workflows that empower your advisors and delight your clients.
Why Choose Invent Store?
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Endless Possibilities –
Discover and deploy wealth-tech apps or build your own one -
Plug & Play Data Integrations –
Zero-code connections instantly sync client data across your entire stack - Fast Growth – Bring all tools in one place. Free advisors to focus on clients and scale revenue
Stop struggling with inefficiencies— transform your workflow today.
What's Inside
Streamline Operations with Pre-Packaged Bundles
Improve your firm's efficiency from day one
Our curated Bundles offer pre-packaged suites of integrated apps and data connections, designed to tackle your firm’s challenges. These bundles ensure your information flows smoothly, reducing manual data entry and freeing up valuable time for client-facing activities.
Discover Innovative
Invent Store Apps
Beyond bundles, explore a growing catalog of Invent Store apps
Whether you need advanced analytics, enhanced client communication tools, or specialized financial planning software, you'll find solutions to extend your capabilities.
Our marketplace makes it easy to integrate your tech stack and allows to extend your system so you can get the most out of actively evolving Wealth Management solutions market.
Effortless App Management for Existing Customers
Manage your entire app ecosystem from one convenient location.
For our valued clients, Invent Store provides a clear dashboard of your currently installed apps and bundles.
Easily discover new solutions, request demos, or initiate installations for additional tools that can further enhance your firm's productivity and service offerings.
Frequently Asked Questions
Invent Store features a range of applications tailored for wealth management, including tools for CRM integration, portfolio analytics, client reporting, compliance, financial planning, and data integration bundles designed to streamline your operations.
Our data integration bundles connect disparate systems, automate data flow, and reduce manual effort. This leads to increased accuracy, efficiency, and allows your advisors to focus on high-value tasks rather than data reconciliation.
Yes! Invent Store is designed for simplicity. You can browse solutions, request demos, and initiate onboarding for apps and bundles directly through the platform. Our team is also here to support your analytics onboarding and integration needs.
