Your Integrated Data Ecosystem

Receive a free
AI Readiness Assessment

What to Expect Next?

What we assess (maturity score across 5 pillars):

Accessible and Integrated: Data is often spread across multiple systems—our CRM (e.g., Salesforce), portfolio management software (e.g., Orion, Black Diamond), financial planning tools (e.g., eMoney), and custodial feeds. For AI, this data must be consolidated into a single, accessible location, like a data warehouse or a data lake. Without a unified view, we can't analyze a client's complete financial picture.
Accurate and Complete: The data must be correct and free of significant gaps. An AI model is only as good as the data it learns from.

Example: If we want to build a model to predict client attrition, but 40% of our clients are missing up-to-date risk tolerance scores or have incomplete meeting notes, the model's predictions will be unreliable.
Consistent & Standardized: The format and meaning of data must be consistent across all systems.

Example: One system might list a client's state as "CA," another as "California," and a third as "Ca.". An AI model would treat these as three different locations. We need standardized taxonomies for things like asset classes, transaction types, and client segments.
Governed and Secure: We must have clear ownership and governance rules for our data. Who is responsible for data quality? What are the permissions for accessing sensitive client information? All AI initiatives must comply with SEC regulations and data privacy standards to protect our clients and the firm. This is non-negotiable.
Timely and Granular: The data must be recent and detailed enough for the intended AI use case.

Example: For a system that generates personalized market commentary, we need daily, not quarterly, portfolio performance data. Similarly, high-level AUM data is useful, but granular transaction history is required to understand a client's specific trading behavior.

What You’ll Recieve:

Executive AI Readiness Scorecard, the maturity score across 5 pillars Accessible and Integrated, Accurate and Complete, Consistent and Standardized, Governed and Secure, Timely and Granular — with RIA/BD/OSJ benchmarks.

For Firms Just Starting their Data Journey you will receive:

Recommendations to eliminate manual data movement across systems
How to design a flexible, cloud-native data architecture that supports your business growth
Examples of quick wins for reporting, compliance, and client experience.

For Firms With an Existing Data Strategy we’ll dive into:

Data Cost and Implementation Timeline Analysis Benchmarked against similar firms to identify savings and efficiency opportunities.
Data Lake and Warehouse Guidance
Insights into integrating with data lakes leveraged by Orion and Addepar—such as Snowflake and Redshift—including estimated usage patterns and integration strategies.

Optional add-ons:

Persona dashboards (Advisor, OSJ Supervisor, CCO, CFO) wired to the target model
“Build-with” pilot: stand up one AI use case on your real data

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?

Discovery Call

We’ll reach out within 1 business day to understand your firm’s data needs and environment.
Tailored Walkthrough

We’ll personalize your demo to showcase INVENT features that best match your workflows, integrations, and user roles.
Integration Fit Session (Optional)

Need to complement existing Snowflake, Redshift, or Databricks stacks? We’ll walk through hybrid deployment options and orchestration strategies.
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.
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

BONUS:

Review of Your Advisor & Client Onboarding Process
We’ll evaluate your current onboarding workflows and show how a modern data platform paired with the right AI strategy can dramatically reduce manual effort, speed up onboarding, and improve overall advisor and client experience.