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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

INVENT

Profile

INVENT® is a leading provider of integrated data solutions for the wealth management industry. Our flagship offering, the Integrated Data Ecosystem as a Service (IDEAS), empowers financial firms to unify data, streamline workflows, and enhance business analytics within a single digital experience.

By enabling seamless cross-application integration and efficient workflow management, INVENT® helps firms realize significant time and cost savings while improving the quality of advisor-client interactions. Designed to support next-generation “SuperApp” experiences, INVENT® IDEAS puts firms in control of their data—driving innovation, agility, and competitive advantage in today’s evolving wealth tech landscape.