How to set up the Invent integration

How to set up the Invent integration Aug 19, 2026, 10:44:45 AM Overview Invent.us is a cloud platform for wealth management firms that unifies data from all their systems into one source of truth. It layers AI, analytics, portals, and apps on top of its data lakehouse. The information sent to Invent includes: Account information Positions Transactions Tax lots Enabling the integration You can set up this integration for your firm by taking the following steps: Log in to your advisor dashboard and navigate to Settings > Integrations. Select Invent from the list and click Connect to Invent. You will see confirmation that the integration has been enabled. Data will be sent to Invent within one business day.