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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Invent Datalake


INVENT® is a cutting-edge platform designed specifically to meet the unique needs of wealth management professionals. Discover how financial firms and vendors are building comprehensive digital experiences, seamlessly integrating data, streamlining workflow management and business analytics into a “SuperApp” that takes business to the next level. Realize significant time and cost savings as you simplify data management, optimize cross-application workflows, and elevate the quality of interactions between advisors and clients. Unlock the transformative potential of INVENT® Integrated Digital Ecosystem as a Service (iDEaaS) that empowers you to own your data and stay ahead in the rapidly evolving landscape of wealth management.