VIEW TABLE OF CONTENTS
TECHNOLOGY PROVIDERS Innovation Platforms
INVENT.US
PaaS Digital Ecosystem
Invent®'s PaaS ecosystem for broker-dealers is designed to support digital transformation of legacy applications, third-party integrations, and complex business workflows into a unified user experience with accurate data. 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 across the enterprise. Our micro-frontend UI/UX framework offers engineers a set of core wealth management interoperable components and an integration framework that powers a friction-free, congruent user experience across best-of-breed third-party applications and home-grown proprietary applications, and the ability to easily create persona role-based experiences that drive technology adoption, advisor productivity, and enterprise scale.
INVENT is an innovative software as a service and technology consulting firm founded by industry veteran, Oleg Tishkevich and an elite team of Cloud technologists. Purpose-built to assist financial organizations to modernize their advisor technology stack, INVENT is transforming how financial services operate. For years, financial organizations have been hard at work trying to upgrade their systems to stay current with today’s more complex and rapidly changing demands, however, the pace of change is now faster than their ability to keep up. Which is why we created INVENT – to leverage our unique combination of domain expertise, design and technical implementation, combined with broad connections throughout the wealth management industry to simplify complex system architecture and get our clients fully Cloud-native. Through our innovative Cloud-Native software development framework, organizations can quickly streamline their technology infrastructure, legacy systems, simplify API’s, and integrate siloed applications and systems into a unified Cloud ecosystem.
219 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook