in manual data errors and cut operational expenses by 20%
Invent® Enterprise Datalake & Data Warehouse
Invent® integrates Data Lakehouse, Governance, and Pipelines for scalable, real-time analytics, ensuring data integrity and compliance.
Data Lakehouse
A Data Lakehouse merges the best of Data Warehouses and Datalakes, enabling fast analytics across all data types. It supports structured and unstructured data at scale while optimizing querying for business intelligence.
Data Governance
Invent® ensures robust Data Governance by providing secure access controls, data lineage tracking, and compliance monitoring. Its centralized framework enforces data integrity, standardization, and regulatory adherence across all integrated systems. Automated policies streamline data classification, reducing risks and enhancing decision-making for financial professionals.
Data Pipelines
Invent® automates Data Pipelines for seamless ingestion, transformation, and delivery. Its scalable architecture enables real-time insights with built-in monitoring and error handling for efficiency and reliability.
Invent® Data Warehouse Benefits
Business Intelligence
INVENT® transforms financial data management with seamless integration, powerful analytics, and predictive insights.
By unifying data from multiple platforms, it provides a comprehensive view of investment performance, risk exposure, and client behavior. With real-time dashboards and advisor segmentation tools, firms can track key business metrics, optimize strategies, and drive smarter decision-making—all within a single, intuitive platform.
Potential functions and utility of a Data Warehouse and Data Lake:
-
Centralized Data
Integrate data from all platforms (Black Diamond, Practifi, SmartX, etc.) into a single source of truth -
Predictive Insights
Use predictive models to anticipate client needs, market shifts, and portfolio changes -
Advisor Segmentation
Measure advisor effectiveness and provide insights for improving performance -
Advanced Analytics
Perform deeper analysis on investment performance, risk exposure, and client behavior, in addition to firm level metrics -
Internal KPI Dashboards
Create real-time dashboards for tracking business metrics like AUM, profitability, and client growth
Unify Your Data, Enhance Your Analysis, Predict the Future:
Empowering Advisors with Comprehensive, Data-Driven Insights
AI & Data Apps
INVENT® leverages AI for intelligent merging and de-duplication of data from multiple applications delivering clean reliable golden record.
From predictive analytics to intelligent processing AI apps from Invent partners streamline client interactions, integrate automation, and optimize investment strategies. Empower your firm and stay ahead in a competitive market by using innovative AI apps built on Invent.
Challenges:
- Main Issue: Hard to get reliable clean data
- Data security – worry that the data used to train AI will leak to public domain
- Proper Data Entitlement and scoping implementation for Financial Services data
- Priority of training data on the consistently reliable data sources (ex: training on data from CRM notes vs data coming from custodian files)
Solutions:
- Invent® provides turnkey dataApps to achieve clean master data for AI
- Invent® Data Warehouse ensures security of all your data.
- Invent® offers a rich industry-specific entitlement model and management service
- Invent® has extensive know-how and models to facilitate consistently reliable data
Admin Console
Control data entitlements, firm hierarchy, and user experience using powerful Invent® Admin Console
It provides administrators with the ability to centrally control users, permissions, resources, and security. The console's interface is designed to be intuitive, allowing for quick access to needed functions and efficient system management.
The Invent® Admin Console includes the following sections:
Integrations
This section allows administrators to configure and manage integrations with external services and applications, significantly expanding the functionality of the Invent® system. Integrations can include APIs, webhooks, or other data exchange methods. This enables companies to automate workflows and optimize interactions between various IT solutions.
DataApps
Admins can manage data as Apps, creating, updating, and controlling access to various datasets. This facilitates easy access to information for different departments or external partners while maintaining control over data and its use.
Users & Groups
Access rights can be managed in detail by creating user groups and assigning specific permissions. This simplifies administration in large organizations where access to information and systems must be strictly regulated.
External Apps
Management of external applications that interact with the Invent® system. Administrators can add new applications, control their access, and monitor their security, ensuring that external applications comply with the company's security policies.
Benefits:
- Custom branding & navigation for your portals and a unique user experience for every persona.
- More flexible and precise data management, allowing for quick adaptation to changing business needs.
- Quickly connect and configure integrated external applications providing flexibility to work with apps your users want.
- The ability to quickly connect and configure external applications, increasing the flexibility of the company's IT infrastructure.
Invent Store: Your Apps, Your Data, Your Way!
Configure your SuperApp using your favorite integrated apps from the InventStore
Adjust your personalized workspace in minutes with curated suite of applications you use integrated into user experience for every role from advisors to executives.
Plus, developers can create, market, and monetize their innovative apps, fueling a thriving ecosystem that drives continuous improvement and growth
Configure suite of apps you use integrated into user experience for every role from advisors to executives
Developed by Invent®, a leader in WM B2B solutions, our platform empowers you to create a customized digital workspace tailored exactly to your business needs.
Solutions That Serve Your Needs
Advisors, managers, broker-dealers or part of a specialized team will discover a rich selection of bundled products and individual applications that streamline your daily operations and enhance efficiency.
A Workspace That Grows with Your Business
Imagine a workspace where advisor portals, client engagement systems, and advanced AI assistants are seamlessly integrated to grow with your business. With Invent® Store, you enter an ecosystem built for rapid innovation and extensive customization.
Empowering Developers
Invent® Store is also a dynamic platform for developers.
If you have an app that can revolutionize Wealth Management, you can publish it in InventStore, reach a targeted audience, and generate revenue.
Integrated Applications Map
on Invent® Platform
Advisor Portal
Personalized user experience for advisors, admins and staff using their favorite apps integrated into your custom All-in-one
Choose from pre-configured portal templates for fee-only or hybrid firms that include your CRM, portfolio management, custodian, and other microApps or configure your unique persona-driven user experience.
Client Portal
Enable web or mobile client portal experience tailored for your firm
Curated data unified from all your applications available for your client access. Choose from apps in the InventStore and/or pursue your vendors to build microApps on Invent® to enhance your client experience.
Back-office portal
Streamline your back office operations with a back-office desktop tailored for every role.
Connect ticketing/support, case management, workflow, and compliance systems into a single portal configured for each user of your back office team and the C-Suite
Experience Builder
Experience Builder is a portal design tool that enables you to create personalized visual experiences tailored for any persona and purpose.
It simplifies the integration of a wide range of Micro apps into your portal and makes it easy to build new Micro apps, allowing you to expand and customize your digital experience.
Design Your Own Cloud
Software Vendors & Consultants:
Financial Organizations:
Empowering Innovation
INVENT® Store is a marketplace and development platform where firms can discover, purchase, and deploy fully integrated CRM, Portfolio Management, Risk & Compliance, Trading & Rebalancing and other applications.
With App Co-Creation, organizations can build their own applications using INVENT®’s open architecture while leveraging secure, governed data access.
Success in WealthTech starts with seamless integration across the apps advisors use
Invent® turnkey components & pre-built integrations, accelerating time to market by 10x and reducing development complexity.
How to Get Started with App Creation?
- Bring your own development teams to build, customize, and integrate apps using Invent® Framework
- Use Invent®’s APIs, SDKs, Pre-built UI components, and data management framework to create applications or simple microApps
- Code using common languages (Python, SQL, Java, C#, ReactJs, AngularJS, etc.), to integrated with desired applications.
Services Included:
- Invent® assembles an agile team of developers, data engineers, and architects tailored to your project needs.
- From ideation to development to deployment, we manage the entire lifecycle.
- Applications are developed with security, data governance, and regulatory compliance best practices.
Services Included:
Choose End-to-End Product Development and Distribution services or select a team for a specific project
- Invent® assembles an agile team of developers, data engineers, and architects tailored to your project needs.
- From ideation to development to deployment, we manage the entire lifecycle.
- Applications are developed with security, data governance, and regulatory compliance best practices.
Services Included:
- Top-tier technical expertise in enterprise software development.
- Industry-specific knowledge tailored to the unique challenges of RIAs, broker-dealers, and asset managers.
- Over 1,000 consultants available to meet growing business demands.
