UMA
Finlocity

Unified Managed Accounts

EQUITIES HUB
TECH HUB
SERVICES HUB

Invent® is an award-winning, cloud-native integration platform as a service and a technology consulting firm founded by fintech industry veteran, Oleg Tishkevich. Along with an elite team of cloud technologists, Invent® provides a unique approach to systems design, data architecture, integration, and digital experiences dedicated to serving the needs of enterprise firms and RIAs in the wealth management industry as well as real estate firms.

SMArtX Advisory Solutions is an award winning turnkey asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure. The firm also manages SMArtX, SS&C Advent's fully integrated UMA platform available to Axys, APX, and Black Diamond clients. 

Skience delivers innovative digital strategies and solutions that transform businesses. We offer advisory and CRM implementation services within the Salesforce ecosystem, as well as an industry-leading, enterprise-class digital platform for broker-dealers and RIAs that provides wealth managers an efficient way to unify their technology, increase back-office and advisor productivity, and set the stage for a great client experience.