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About this Product
Invent is the data and operations platform for wealth management enterprises. We ingest daily data from Schwab and other custodians, TAMPs, CRMs, portfolio and accounting systems, planning tools, revenue and billing systems, and annuity, insurance, and 401k aggregators, then normalize it into a single household-level data model and deliver it wherever your firm needs it: your CRM, data warehouse or data lake, reporting and planning tools, and proprietary applications.
- Multi-custodial and multi-system data ingestion with automated validation, client and account balance reconciliation, and data quality monitoring, so downstream systems run on clean, trusted data
- Automated delivery to your ecosystem: Salesforce and other CRMs, cloud data lakes and warehouses, portfolio accounting, billing, and planning platforms
- Build on the Invent platform using your own IP: an open integration framework (APIs, SDK, pre-built adapters, and AI-ready data access) plus persona-based portals let your firm extend the experience with proprietary and third-party applications, all running on the same governed data
- The same governed data powers Invent Workflows (front, middle, and back office AI Assisted Workflow automation from onboarding to approvals), Invent MCP for AI Desktop integration, and Invent Analytics, the purpose-built intelligence platform for wealth management, with curated data marts, prebuilt executive and advisor dashboards, and AI grounded in wealth context
About Invent
Invent unifies a firm's systems and applications into a single, operationally efficient cloud ecosystem. Wealth management enterprises including RIAs and broker-dealers use Invent to consolidate custodial and third-party data, automate operations across the front, middle, and back office, and launch new AI assisted workflows and digital experiences without replatforming. Our global delivery team has executed large-scale cloud deployments and supports firms from implementation through ongoing operations.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.