- Who Is This Demo For?
- What Happens Next?
- What You’ll See in the Demo?
- Bonus: Benchmark Your Data ROI
Who Is This Demo For?
- Registered Investment Advisors (RIAs) managing $1B+ AUM
- Broker-dealers, OSJs, TAMPs, and enterprise aggregators
- Wealthtech innovators looking to unify data and analytics
- Data, Ops, Compliance, and Product leaders
What Happens Next?
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Discovery Call
We’ll reach out within 1 business day to understand your firm’s data needs and environment.
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Tailored Walkthrough
We’ll personalize your demo to showcase INVENT features that best match your workflows, integrations, and user roles.
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Integration Fit Session (Optional)
Need to complement existing Snowflake, Redshift, or Databricks stacks? We’ll walk through hybrid deployment options and orchestration strategies.
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Roadmap Discussion
We’ll outline potential integration paths, implementation timelines, and value milestones for your team.
What You’ll See in the Demo?
- A deep dive into INVENT’s unified Wealth Management Data Lakehouse — a modern architecture built on Delta Lake and Data Vault 2.0, designed to deliver a scalable, audit-ready single source of truth for clients, households, accounts, products, and advisors, complete with full historical lineage, role-based access control (RBAC), and regulatory-grade data governance.
- Live, persona-specific dashboards and reporting — real-time analytics tailored to the needs of advisors, compliance teams, and firm leadership, powered by INVENT Analytics.
- Enterprise-grade Master Data Management (MDM) — harmonize and reconcile data across custodians, CRMs, financial planning platforms, and internal systems to eliminate silos and deliver consistent, trusted data across the organization.
- Event-driven workflow orchestration — automate complex onboarding, servicing, and compliance workflows with INVENT’s embedded workflow engine, supporting both human and system-driven actions with real-time alerts and escalation paths.
- Portal and experience customization at scale — leverage INVENT Experience Builder to create branded, role-specific digital experiences and embed MicroApps that surface actionable data in context—without custom code.
- Robust API ecosystem for seamless integration — native interoperability with custodians, CRMs, policy platforms, planning tools, and operational systems, all backed by RESTful APIs, webhooks, and SDKs to enable full extensibility.
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Flexible deployment and interoperability with existing lakehouse ecosystems, including native support for:
Bonus: Benchmark Your Data ROI
As part of your demo, INVENT offers a complimentary Data Cost & Implementation Timeline Analysis, including:- Comparative implementation timelines for firms of similar size and complexity
- Data integration benchmarks by custodian, CRM, and planning tool
- Operational efficiency KPIs tracked across onboarding, compliance, and reporting
- Cost-saving opportunities by consolidating vendor tools and reducing manual reconciliation
