Invent United States
1000 N West St, Suite 1200,
Wilmington, 19801, DE,
United States
Wilmington, 19801, DE,
United States
1 800-888-0706
Professional Services
Invent United States
List of Software Implementations where Invent United States is Reseller or System Integrator
Invent United States, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Invent United States collaboration with software players such as Envestnet empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
Invent United States is a Reseller or SI for the following software solutions:
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Invent United States | Envestnet | Envestnet MoneyGuidePro | Portfolio and Investment Performance and Planning | Investment Management |
List of Software Implementations where Invent United States is a Reseller or SI
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
 |
Sequoia Financial Group | Professional Services | 60 | $12M | United States | Envestnet | Envestnet MoneyGuidePro | Portfolio and Investment Performance and Planning | 2023 |
In 2023 Sequoia Financial Group implemented Envestnet MoneyGuidePro as a planning data source to centralize custodial, planning, and CRM data. The deployment was scoped to support advisor workflows and reporting across the firm in the United States, positioning Envestnet MoneyGuidePro inside the Portfolio and Investment Performance and Planning domain for planning data consolidation.
The implementation configured Envestnet MoneyGuidePro to serve as the canonical planning engine and data feed for household and client plan records. Configuration work focused on mapping and normalization of planning outputs, client-level financial plans, and scenario datasets so planning data could be reconciled with account and custodial information and consumed by advisory workflows.
Invent served as the system integrator, building a data lake and warehouse and delivering API adapters that aggregated custodial feeds, planning records from Envestnet MoneyGuidePro, and CRM data. The architecture centralized data ingestion and normalization into the warehouse, with API adapters providing structured delivery to reporting and advisor-facing tools.
Governance and operational coverage emphasized data orchestration and workflow alignment for advisors, with Invent responsible for the data plumbing and APIs that enable consolidated reporting. Implementation dates are estimated from published case material and asset figures in 2024, and the work explicitly targeted improved advisor workflows and reporting by centralizing planning, custodial, and CRM data into Envestnet MoneyGuidePro driven pipelines.
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IT Decision Makers and Key Stakeholders at Invent United States
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Buyer Intent: Companies Evaluating Invent United States Services
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Invent United States software implementations. Gain ongoing access to real-time prospects and uncover hidden opportunities.
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Invent United States System Integrator / VAR Profile
Invent United States is a system integrator and technology consulting firm headquartered in Wilmington, United States, with approximately 80 employees and annual revenues of $3M.
Invent United States implements and supports enterprise applications across markets such as Investment Management.
APPS RUN THE WORLD tracks 1 verified Invent United States software implementations across industries and regions, including: Sequoia Financial Group where Invent United States implemented Envestnet MoneyGuidePro.
Invent United States has a strategic VAR/SI partnership with Envestnet, backed by verified deployments.
Independent Software Vendors (ISVs) can boost their ecosystem by identifying existing Invent United States partnerships, building strong channel relationships, and forging strategic implementation alliances to expand customer reach and accelerate adoption.
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