Meet the
First Wealth Management Digital Ecosystem
Explore the Wealth Management Advisor Portal Powered by iDEaaS™
Invent’s integrated Digital Ecosystem as a Service (iDEaaS™) helps financial institutions digitally transform their legacy proprietary applications, antiquated third-party integrations, and complex business workflows into one unified user-interface coupled with accurate data across all workflows.
Whether you're in growth mode and acquiring new businesses or looking to scale up and digitally transform a mature business line, the iDEaaS™ technology platform can power your digtial future.
Data Management
Framework
Our event-domain driven design approach empowers enterprises with scale and flexibility to support the entire wealth management value chain of data, apps, and persona-driven workflows.
Invent® provides a core set of wealth management data sets, coupled with a purpose-built data lake, and a digital warehouse that powers trusted data analytics and business insights.
Micro-frontend
UI/UX Framework
Unified UX components that interact with shared application context across internal and third-party vendor applications minimize the swivel chair effect.
Our SDK tool kit offers engineers a set of core wealth management interoperable components: households, clients, accounts, branch locations, financial professionals, notes, alerts & notifications, and much more.
Integration
Framework
The integration framework provides wealth management enterprises with a friction-free, congruent user experience across the best of breed third-party applications and home-grown proprietary applications via a cross-framework integration platform.
Our solution is not limited to specific micro-frontend technology, the Invent® integration framework supports codebases written in different frameworks offering scale and flexibility to your business and technology teams alike.
