Big Tech Flexes New Products at T3

Advisors will find new goodies on their platforms as IBDs and national RIAs look to expand their offerings.

The stakes were high for all parties at the recent Technology Tools for Today (T3) Enterprise Conference, held beachside in Ft. Lauderdale, Florida. The advisor industry’s technology ecosystem all gathered to showcase their wares in front of the big buyers from the larger independent broker-dealers, banks and national RIAs.

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Technology, Staying Relevant and the Pace of Change

A conversation with Lynch, Hwang, Miller, Pinsker, Schwantz, Tishkevich and Volpe

Matt Lynch, managing partner of Strategy & Resources LLC, assembled the group and led the discussion. The conversation began with self-introductions and an overview of current business strategy at the participants’ firms. Marie Swift, managing editor of the Executive Roundtable Journal, sat in to listen.
Matt began the conversation by talking about how Strategy & Resources views the evolution in the financial services industry through three lenses, dubbed “The 3 C-Drivers.” They are:

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INVENT.us Wins the Technology Disruptor Award in the 2019 wealthmanagement.com Industry Awards Program

~ Cloud-native technology platform recognized for its tremendous impact in transforming the wealth management technology industry

September 18, 2019. Seattle, WA. INVENT.us, an innovative software development consulting firm announced today that it has been recognized as the winner in the Technology Disruptors category in the prestigious 2019 wealthmanagement.com Industry Awards Program. INVENT’s cloud-native technology was selected by a judging panel of industry luminaries in a highly competitive submission process.

The Technology Disruptor category recognized firms and their initiatives for, “How wealth management will be delivered in the future,” and was one of the deepest and most widely submitted categories in the entire Awards program. [..]

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INVENT.us Launches “Elite” Wealth Tech Industry Consulting Group

Leading industry consultants join forces through “INVENT Elite” to help wealth management enterprises successfully navigate the changing technology landscape, architect and deploy modern, agile business solutions

INVENT is the ideal platform to bring together the best and brightest consultants as we are a central resource to the entire industry through our Cloud-native tools and holistic approach.

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Software developer Invent.us creates consulting group to serve users

Suzanne Siracuse, Tim Welsh part of team to help advisory firms maximize new tools

Invent.us, a Seattle, Wash.-based company developing cloud-native software for the wealth management industry, has created a consulting group to help advisory firms, their advisers and their clients maximize the enterprise value of its tools.

The group, called Invent Elite, includes former InvestmentNews publisher Suzanne Siracuse, Tim Welsh of Nexus Strategy, Gavin Spitzner of Wealth Consulting Partners, and consultants Brian Bleasdell and Mark Hollingsworth.

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INVENT.us Recognized as a Two-Time Finalist in the 2019 wealthmanagement.com Industry Awards Program

~ Cloud-native technology platform short-listed for the highly competitive Technology Disruptors and Technology Innovation categories

June 10, 2019. Seattle, WA. INVENT.us, an innovative software development consulting firm announced today that it has been named a finalist in two categories in the prestigious 2019 wealthmanagement.com Industry Awards Program. INVENT’s cloud-native technology was selected by a judging panel of industry luminaries in a highly competitive submission process of over 650 nominations as a finalist in the Technology Disruptors and Technology Innovators categories.

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Oleg Tishkevich soars into the Cloud with a new venture

Invent.us hits the ground running with several contracts reflecting friends in high places but critics ask whether he can fly so close to the sun without getting scorched

Brooke’s Note: U.S. wealth management journalists can hardly leave our office for three hours before a new claim of a “game changer” arrives in our inbox. But Invent.us actually has some of those qualities –without using those cliches. We felt it during the process of writing the article. [..]

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Envestnet Selects INVENT for Systems Architecture and API Strategy Partnership

Innovative software development consulting firm will help service and deliver Envestnet’s OpenENV API for Enterprise Clients

SEATTLE and CHICAGO, April 16, 2019 /PRNewswire/ — Invent.us (INVENT), an innovative software development consulting firm, and Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced today a new strategic partnership for systems architecture, software development and application programming interface (API) integration strategies designed to support Envestnet’s enterprise clients. [..]

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