Wealth Manager SEIA Partnered With Invent

The firm, which manages $36 billion, is centralizing its data systems to improve reporting and advisor tools.

Updated on Sept. 22, 2026 in Financial Planning

Modern office interior featuring minimalist architectural lines, metallic surfaces, and sculptural geometric lighting in cool tones. — Signature Estate & Investment Advisors has partnered with the data platform Invent to consolidate its enterprise information and reporting systems. AI Illustration. Upload story photo >

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Signature Estate & Investment Advisors (SEIA) has partnered with data platform Invent to consolidate its enterprise information. The move aims to streamline reporting and support the deployment of the firm's proprietary AI framework, SEIA Brain.

Why it matters

By moving away from a fragmented technology stack across multiple custodians, the firm expects to create a single source of truth for its data. This transition is designed to provide employees with faster access to reporting and automated tools.

Signature Estate & Investment Advisors oversees more than $36 billion in assets, moving away from a legacy system that previously required multiple custodians to manage data.

The players

Signature Estate & Investment Advisors

A wealth management firm that oversees $36 billion in client assets.

Invent

A data platform provider that helps financial firms consolidate information from multiple custodians.

The details

The Invent platform, launched in 2019, works by integrating disparate technology platforms and legacy connectors into one governed data environment. This consolidation allows authorized users to generate and export reports independently without relying on third-party specialists. The unified system also powers SEIA Brain, which uses natural-language interaction to assist the firm's employees.

Invent launched its platform in 2019.
The partnership between SEIA and Invent was announced on September 22, 2026.

Money Landscape

This partnership reflects the broader industry trend of large wealth management firms abandoning fragmented legacy systems in favor of integrated, third-party data platforms. The move follows a multi-year push across the sector to unify data foundations for better reporting and operational efficiency.

While this change primarily affects internal firm operations and reporting speed, clients should note that more efficient data management can lead to faster report generation. Always consult with your own financial professional regarding how your specific firm's technology affects the service you receive.

The takeaway

Large-scale firms are increasingly moving toward centralized data platforms to reduce reliance on legacy software and speed up reporting cycles. If you work with a wealth manager, ask your advisor about their firm's data security and the systems they use to track your portfolio's progress.