Invent Cloud
Multi-source Data Editing
Empower your team with Invent's Multi-source Data Editing service, enabling seamless management and synchronization of contact information across multiple systems through a single, unified interface. Streamline data consistency and reduce manual entry efforts
Key Capabilities
Unified Contact Management
Real-time Data Accuracy
Flexible
Integration
Integration
Intuitive User Experience
Robust Error
Handling
Handling
Unified Contact Management
- Centralized editing of contact information directly from the Advisor Portal
- Immediate synchronization of updates across connected data sources
Real-time Data Accuracy
- Continuous synchronization ensures the most current contact information
- Match-Merging prioritization logic at the data lake level maintains consistency even when discrepancies occur between systems
Flexible Integration
- Supports major industry platforms including Orion and Redtail
- More integrations coming soon: Salesforce, eMoney, HubSpot, WealthBox, Advisor BOB, MoneyGuide PRO, QuickBooks
- Optional synchronization settings to selectively update data sources
Intuitive User Experience
- Clear indicators highlight differences in data across multiple sources
- Localize data duplicates in multiple systems with a single glance
Robust Error Handling
- Automated retry mechanisms to manage temporary failures
- Error notifications help users identify and resolve issues promptly
Key Benefits
Take control of your multi-source contact data management with Invent’s advanced data editing solution, designed for accuracy, flexibility, and simplicity.
01
Provide a single point of control for Contact data across all sources
02
Enhance operational efficiency by minimizing redundant data entry
03
Improve data quality and reliability across your organization's systems
04
Facilitate better client relationship management through accurate and timely information
05
Customizable integrations tailored to your organization's unique operational needs
