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How to set up the Invent integration

Updated July 26, 2026 • 1 min read
Betterment Editors

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:

  1. Log in to your advisor dashboard and navigate to Settings > Integrations.
  2. Select Invent from the list and click Connect to Invent.
  3. You will see confirmation that the integration has been enabled. Data will be sent to Invent within one business day.

Betterment Editors

Betterment’s editorial team draws on decades of combined experience to bring you clear, practical points of view on personal finance, investing, and long-term wealth. Together, we demystify money decisions, help you size up options, and share the knowledge needed to build wealth with confidence and ease.