Get Started with Wealthbox + Invent

Overview

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.

Bring together client data, notes, and tasks with custodian, planning, and portfolio information to deliver a complete and consistent view for advisors.

Webinar Recording

How Advisors Use Invent + Wealthbox to Simplify Workflows and Unify Data

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Resources

Help Center Article

Blog Post

“At Invent, we believe the future of wealth management lies in seamless connectivity. That’s why Wealthbox Notes and Tasks microApps deliver bi-directional workflows, with all data integration unified through your firm’s Invent Data Lakehouse.”