AdvisorPeak Brings Trading & Rebalancing to INVENT s Cloud Native Wealth Management Platform
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LAYTON, Utah, May 20, 2021 /PRNewswire/ AdvisorPeak today announced a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT s leading cloud technology platform. AdvisorPeak joins INVENT s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions. AdvisorPeak s trading solutions are now available to seamlessly integrate with over 17,000 users on the INVENT platform. We are excited to partner with AdvisorPeak and deliver a cloud-native rebalancing solution that is accessible by thousands of advisors, said Oleg Tishkevich, CEO of INVENT. We have had great success working with third-party software vendors as we have a deep understanding of their unique needs and the best way to
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INVENT Commences Next Stage of Growth with Appointment of Wealth Management Industry Leader Larry Roth as Strategic Advisor
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Former CEO of Advisor Group and CEO of Cetera Group to Provide Expertise and Guidance to Leading Cloud-Native Technology Platform for Wealth Management Firms. Larry Roth to Align Investment Banking, Growth Planning and Strategic Relationships with INVENT to Drive Accelerated Expansion
I am beyond thrilled to have Larry on the team to help us digitally transform the wealth management industry as large enterprises that support thousands of financial advisors are racing to upgrade their legacy systems. SEATTLE (PRWEB) March 03, 2021 INVENT, an innovative cloud technology platform and consulting firm for the financial services sector, today announced the commencement of the next stage of the company’s ongoing growth vision, with the appointment of wealth management industry lead
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