Invent

@Invent Elite Consultant Tim Welsh, CFP is always at the center of new events focused on 💡 technology and innovation in wealth management. And Financial Planning's new, Advise AI, event is a must attend this October in Vegas. 🌻 Join him and Oleg Tishkevich and fellow industry consultant, Suzanne Siracuse and so many other forward-thinking firms. Check out the all ⭐ lineup here: https://lnkd.in/esq-9QAB Dani Fava Joel Bruckenstein Brian McLaughlin Brian Wallheimer Sindhu Joseph Wilbur Swan Ian J. Karnell Andrew Altfest, CFP® Dr. Jordan A. Hutchison Michelle Feinstein Amy Young, CFA Tyrone Ross Jr. Mary Kate Gulick Susan Theder Vimal Vel Nelson (Nick) Graham Andree Mohr Michael Kitces Daniel Bernstein Beth Haddock Diana Cabrices Shane Cummings, CFP®, AIF®Samuel S. Deane, MBA Craig Iskowitz Marie Swift Carrie Nelson Brooke Juniper

Finally, an event focused solely on AI in wealth management! Invent is proud to support Advise AI, hosted by Financial Planning Magazine. This inaugural event will be held in Las Vegas on Oct 8-10 and the organizers have put together a great agenda! Invent CEO, Oleg Tishkevich, is one of the many speakers and his session will address the importance of “clean data” in order to effectively implement AI into your workflows. We hope to see many of you there!  Registration is open, check out the details here: https://lnkd.in/evq2jZDK Looking forward to hearing from some fantastic speakers including: Dani Fava, Brian McLaughlin, Joel Bruckenstein, Sindhu Joseph, Charlie Morris, Michelle Feinstein, Nelson (Nick) Graham, Samuel Deane, Andree Mohr, Suzanne Siracuse, Susan Theder, Tim Welsh, CFP, Mary Kate Gulick, Tyrone Ross Jr., Michael Kitces, Brooke Juniper, Andrew Altfest, CFP®, Vall H., Beth Haddock, Brian Wallheimer, Cat Auer, Rachel Witkowski, Larry Roth CPA, JD, Peter Franco, Cam Sheehan, Ryan Reineke, Craig Uhlenkott, Vadim Ruvinov

Celebrating and Honoring Juneteenth. #Invent #Juneteenth

Thank you WealthManagement.com for honoring me, and some amazing leaders in our industry, for Tech Firm CEO of the Year. Leadership and Innovation are two key areas I strive to achieve, so this means a lot to me. Thankful for the amazing team at Invent that allow me to do what I love to do! Looking forward to seeing many of you on Sept 5th in NYC! https://lnkd.in/dgJMPx_m    Addepar, Eric Poirier  Apex Fintech Solutions, William Capuzzi Asset-Map, H. Adam Holt, CFP®, ChFC®  AssetBook, Marwa Zakharia  CAIS, Matt Brown Catchlight, Wilbur Swan iCapital, Lawrence Calcano       Snappy Kraken, Robert J. Sofia  Vestwell, Aaron Schumm Wealth.com, Rafael Loureiro   David Armstrong, Diana Britton, Davis Janowski, Oleg Tishkevich, Suzanne Siracuse, Tim Welsh, CFP, George Guidotti, Mark Hollingsworth, Peter Franco, Tricia H., Marc R. Butler, Ryan Reineke, Craig Uhlenkott, Larry Roth CPA, JD, Kimberly Papedis, CFP, Mike Papedis, Mike Perlov

🎉 Only two days away until the @RIAIntel Awards in Boston! 🎉 We at Invent are incredibly honored to be a finalist for the Most Innovative Tech of the Year with our Super APP. Congratulations to all the finalists! 🌟 https://lnkd.in/ez7D_F35 #RIAIntelAwards #Innovation #TechOfTheYear #SuperAPP #Boston Oleg Tishkevich, Suzanne Siracuse, Tim Welsh, CFP, George Guidotti, Mark Hollingsworth, Peter Franco, Tricia H., Marc R. Butler, Ryan Reineke, Craig Uhlenkott, Larry Roth CPA, JD, Kimberly Papedis, CFP, Mike Papedis, Mike Perlov, Holly Deaton, Asset-Map, Datalign Advisory, Envestnet, Inc, Flourish, Practice Intel, Testimonial iQ, Unbiased US

Thank you RIA Intel for recognizing Invent and our Super APP concept as a finalist in The Most Innovative Technology of the Year category! We are in great company and wish to congratulate the other finalists as well; especially Invent Elite Consultant, Marc R. Butler for his firm Wealth Management GPT Asset-Map Datalign Advisory Envestnet, Inc for Retire Complete Flourish for their new Annuities offering Practice Intel Testimonial iQ Unbiased US    https://lnkd.in/ez7D_F35 Oleg Tishkevich, Suzanne Siracuse, Tim Welsh, CFP, George Guidotti, Mark Hollingsworth, Peter Franco, Tricia H., Marc R. Butler, Ryan Reineke, Craig Uhlenkott, Larry Roth CPA, JD, Kimberly Papedis, CFP, Mike Papedis, Mike Perlov, Holly Deaton

Last week Invent debuted the Invent Village at the fantastic Wealth Management EDGE WealthStack event. We’re building a unique community of the leading solutions that are popular with advisors and as we continue to grow the Invent Village, look for it to be a mainstay at all of the industry’s leading events. Want to build on our platform? Get in touch! If you are an advisor and want to learn more about how our Super App offering can help you, DM us. Special thanks to ThinkAdvisor for highlighting our Invent Village concept! https://lnkd.in/ejsMz3MC Allianz Life, ActiFi, Redtail Technology, Orion, GreenHill Investment Reporting, Bonsai, LLC, Norima Consulting Inc., BOSS Solutions, Oleg Tishkevich, Suzanne Siracuse, Tim Welsh, CFP, George Guidotti, Peter Franco, Larry Roth CPA, JD, Bill McFadden, Mike Papedis, Kimberly Papedis, CFP, Craig Uhlenkott, Marc R. Butler, Robert DeChellis, Vadim Ruvinov, ARQA, Shannon Rosic, Matt Ackermann, Chief Content Officer, Andree Mohr, Davis Janowski, David Armstrong, WealthManagement.com, Flyer Financial Technologies

Thank you Wealth Management EDGE for an informative and productive event! The response to our INVENT VILLAGE concept was phenomenal! If you are an RIA and want to learn more about our platform, DM us! Special shout out to our partners Allianz Life ActiFi Redtail Technology Orion GreenHill Investment Reporting Bonsai, LLC Flyer Financial Technologies Norima Consulting Inc. BOSS Solutions Oleg Tishkevich Suzanne Siracuse Tim Welsh, CFP George Guidotti Peter Franco Larry Roth CPA, JD Bill McFadden Mike Papedis Kimberly Papedis, CFP Craig Uhlenkott Marc R. Butler Robert DeChellis Vadim Ruvinov ARQA Shannon Rosic Matt Ackermann, Chief Content Officer Andree Mohr Davis Janowski David Armstrong WealthManagement.com

Invent is excited to announce our first annual "Invent Village" at the upcoming Wealth Management EDGE conference May 13-16 in Hollywood Florida. So, what is the Invent Village? 👩💻 It is an interactive experience with demo stations showcasing powerful workflow integrations from leading wealthtech providers building on the Invent platform. 🚀Event attendees get 1-1 demos plus can speak directly with the development teams building these powerful solutions to help advisors, broker-dealer and custodian executives deliver premier and unified advisor and client experiences via Invent's award-winning, "SuperApp" platform. Stop by and thanks to our fantastic solution providers Allianz Life ARQA ActiFi Redtail Technology Orion GreenHill Investment Reporting Bonsai, LLC Flyer Financial Technologies Norima Consulting Inc. BOSS Solutions Oleg Tishkevich Suzanne Siracuse Tim Welsh, CFP Marc R. Butler Peter Franco George Guidotti Craig Uhlenkott Ryan Reineke Mike Papedis Kimberly Papedis, CFP Larry Roth CPA, JD Bill McFadden David Armstrong Shannon Rosic Davis Janowski Dan Rubinetti https://lnkd.in/eJKnrrmv

Thank you RIA Intel for recognizing Invent and our Super APP concept as a finalist in The Most Innovative Technology of the Year category! We are in great company and wish to congratulate the other finalists as well; especially Invent Elite Consultant, Marc R. Butler for his firm Wealth Management GPT Asset-Map Datalign Advisory Envestnet, Inc for Retire Complete Flourish for their new Annuities offering Practice Intel Testimonial iQ Unbiased US    https://lnkd.in/ez7D_F35 Oleg Tishkevich, Suzanne Siracuse, Tim Welsh, CFP, George Guidotti, Mark Hollingsworth, Peter Franco, Tricia H., Marc R. Butler, Ryan Reineke, Craig Uhlenkott, Larry Roth CPA, JD, Kimberly Papedis, CFP, Mike Papedis, Mike Perlov, Holly Deaton