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AdvisorPeak brings trading and rebalancing to INVENT’s cloud native wealth management platform

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AdvisorPeak has entered into a strategic partnership with Invent.us (INVENT), becoming the first trading and rebalancing platform to be offered on INVENT’s leading cloud technology platform. AdvisorPeak joins INVENT’s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions. AdvisorPeak’s trading solutions are now available to seamlessly integrate with over 17,000 users on the INVENT platform. 

“We are excited to partner with AdvisorPeak and deliver a cloud-native rebalancing solution that is accessible by thousands of advisors,” says Oleg Tishkevich, CEO of INVENT. “We have had great success working with third-party software vendors as we have a deep understanding of their unique needs and the best way to help them integrate into organizations supporting large numbers of advisors.” 

Two years following the launch of AdvisorPeak, the company has cemented its status as a best-in-class trading and rebalancing solution, with advisors and industry pundits alike taking notice. AdvisorPeak was recently noted in the 2021 T3 / Inside Information Advisor Software Survey as one of the most popular standalone trading and rebalancing solutions, and experienced the highest growth in market share among the top 10 providers. 

“Delivering agnostic trading solutions that can plug into any system without disrupting business is in our DNA,” says Damon Deru, founder and CEO of AdvisorPeak. “We’re excited to bring our technology to INVENT’s platform and help advisors activate our powerful trading and rebalancing solutions quickly and efficiently.” 

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