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Introducing the Launch of – Cloud Enablers for Wealth Management

In the News

Innovative software development consulting firm and platform founded by industry veteran, Oleg Tishkevich and an elite team of Cloud technologists, will help financial organizations modernize their advisor technology stack, a new software development consulting firm, announced their launch today. The firm was designed to help financial institutions supporting financial advisors and vendors creating wealth tech software, solve their complex systems architecture problems. has created a new software development model that will help organizations streamline their technology infrastructure, legacy systems, simplify API’s, and integrate silo’d applications and systems. is led by the former COO & CTO of leading B/D Cambridge Research, Ryan Reineke. Reineke has leveraged his 18 years of industry experience to define a solution that will transform the financial services space. The team consisting of over 30 Cloud experts led by CISO Mike Perlov, former CISO for the Olympics, have successfully implemented large scale Cloud deployments, enabling the firm to assist clients on a vast scale with speed to market.

“The industry is at a crossroads,” said CEO Oleg Tishkevich. “Fee compression, the war for advisor talent, new technology competitors, rapid regulatory change and a more demanding end-client is putting tremendous pressure on firm’s technologies and infrastructures to respond. So much so, that the rate of change is now exceeding the organization’s ability to keep up.”

Tishkevich continued, “The good news is that with new advancements in Cloud-native technologies, these challenges can be solved. We see a tremendous opportunity to apply our decades of experience innovating fintech to help solve these challenges for the major independent broker-dealers and large RIAs.” provides a powerful resource to help firms supporting large numbers of advisors unify their systems and applications into a connective and operationally efficient Cloud platform. Working with delivers powerful and transformational business benefits:

  • Security – Lock down the firm’s software and protect client data
  • Adaptability – Accommodate firm’s specific needs and business requirements through the dynamic configurability of the platform
  • Choice – Easily integrate any third-party application for financial planning, CRM, reporting and more to delight advisors by accommodating their preferred applications
  • Scalability – Instantly be able to support thousands of advisors as your business grows
  • Speed to market – Respond to advisor and client needs with new products, applications and services leveraging Invent’s nimble, efficient and unified Cloud development architecture and methodology
  • Operational Efficiencies – Eliminate manual workarounds and automate workflows to streamline organization’s business processes and drive advisor productivity

Additionally, provides third party vendors and applications a unique opportunity to easily embed relevant functionality of their applications into Invent’s enterprise clients’ platforms serving thousands of advisors. Through the connective Cloud architecture most complex integration challenges across legacy and 3rd party vendor systems can be addressed providing a much more robust and consolidated experience to the users.

There is a tremendous opportunity for the third-party vendor community to be able to grow their user base through As part of’s mission to provide a complete fintech development methodology, a solution has been designed to provide a simple, yet effective way to support individual advisor’s choice for the various CRM, financial planning and reporting applications they prefer.

“We’ve worked with just about every application in the industry through the years, so we have deep relationships with all of the key decision makers at all of the leading technology companies, and as a result we have been extremely pleased with the very rapid acceptance of within the vendor community,” said Ryan Reineke, COO of”

“Many firms are eager to implement new technology but do not have the resources to do so at an efficient pace,” said Stephen Langlois, head of business development at eMoney Advisor, a leading provider of planning-centric wealth management solutions. “ builds a bridge between firms and tech vendors that expedites implementation and delivers value more quickly to all stakeholders. We look forward to integrating eMoney into more firms thanks to this new ecosystem that has created.”

To learn more about the launch of, join Tishkevich and Reineke at the upcoming Technology Tools for Today (T3) conference to be held January 29 – February 1, 2019 in Denton, TX. is the platinum sponsor at T3 and will be presenting during the flagship keynote session kicking off the conference on January 30, 2019 as well as hosting attendees in an interactive exhibit booth where advisors and executives can “Invent With Us” in an interactive video display.

About brings a unique combination of experience, domain expertise, design and technical implementation, combined with broad connections throughout the industry. Currently serving multiple broker-dealers with over 14,000 users, is rapidly becoming the industry standard for fintech development. Founded by Oleg Tishkevich, former CEO of Finance Logix, an industry-leading financial planning software platform recently acquired by Envestnet, is leading the charge to transform the industry to scale businesses to capture the trillions of dollars of opportunity in wealth management.

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