Invent with us! Connect with us Helping financial service firms and WealthTech vendors modernize their tech.
Solve your most complex systems architecture problems Find out how Invent Elite LEARN MORE Experienced Consultants in Product Development, Technology, Strategy, Branding, PR and Marketing INTRODUCING Struggling
with upgrading
legacy systems?
We can help

INVENT WITH US

A Team of Cloud and Wealth Management Experts

Introducing INVENT.us! A new consulting firm with latest tools purpose-build  to solve the most complex systems architecture problems for:

  • Independent Broker Dealers
  • Large RIAs
  • Vendors creating WealthTech software
01

Adaptability

Dynamic configurability easily accommodates your specific business requirements, as well as facilitates compliance with an ever-changing regulatory environment

02

Choice

Easily integrate your software with any third-party application for financial planning, CRM, reporting, and more to delight your advisors by accommodating their specific needs

03

Speed to Market

Respond to advisor and client needs with new products, applications, resources and services with a nimble, efficient and unified cloud development environment that scales to any size organization

OUR SERVICES

Projects Our Team Could Help You With

DESIGN

Cloud Architecture

Legacy systems transformation to Cloud-Native.
WealthTech Innovation consulting.
Cloud Architecture & Design.

DESIGN

Cloud Architecture

Legacy systems transformation to Cloud-Native.
WealthTech Innovation consulting.
Cloud Architecture & Design.

DEVELOP

Systems Optimization

API Strategy, Development & Hosting.
Business Process & Systems Optimization.
Complex Integrations Orchestration.

DEPLOY

Digital Transformation

Agile Cloud Software Development.
Information Security.
Value Stream Alignment.

DEPLOY

Digital Transformation

Agile Cloud Software Development.
Information Security.
Value Stream Alignment.

OUR TECHNICAL

TEAM

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EXPERTS
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COUNTRIES
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TIME ZONES

Solve Your Most Complex Systems Architecture Problems

Struggling with upgrading legacy systems? Siloed applications? Too many rigid APIs? Getting your tech stack into the cloud?  Invent.us is leading the way.

Cloud Enablers

Through Invent.us’s native cloud environment, firms are able to unify their systems and applications into a connective and operationally efficient cloud platform. With Invent.us, you have the support of our experienced, global development team of over 30 cloud experts. We have successfully implemented large scale cloud deployments, which enables us to assist you on a vast scale with speed to market.

Get to Market Quickly with New Solutions

Regulatory mandates, consumer expectations, and advisor demands are all changing quickly, putting tremendous pressure on your technology to respond. Take advantage of our methodology and platform to respond faster.

Our Methodology

Modern Business-driven Design

1

Responsive

Responsiveness is the cornerstone of usability and utility, moreover, responsiveness means that problems may be detected quickly and dealt with effectively

2

Resilient

Responsive in the face of failure. Any system that is not resilient will be unresponsive after a failure

3

Elastic

Responsive under varying workload. Reactive Systems can react to changes in the input rate by increasing or decreasing the resources allocated to service these inputs.

In the News

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Top WealthTech Influencers To Follow in 2020

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28 Jul

Wealth Management Today Podcast: Consultant’s Roundtable on RIA Technology with Craig Iskowitz, Kristin Schmidt and Gavin Spitzner

As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles[..]
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WEALTHTECH VENDOR COMMUNITY WELCOME

Grow your business with Invent.us

Contact Us to Join