Wealthbox + Invent

Invent is a data management platform designed to bring together advisor technology in one unified experience. With the Invent integration, advisors can connect Wealthbox to their firm’s broader tech stack, merging client, prospect, notes, and tasks data from Wealthbox with custodian feeds, financial planning goals, and performance reports. The result is a consistent, up-to-date view across systems that reduces manual updates, allowing advisors to focus more time on clients.