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Invent and SEIA Partner to Advance the Firm’s AI Strategy
SEIA and Invent announce a strategic partnership to advance SEIA’s data infrastructure and AI strategy.
SEIA and Invent announce a strategic partnership to unify the firm’s enterprise data, strengthen reporting capabilities and lay the foundation for SEIA Brain, the firm’s proprietary AI framework.
Read the Full AnnouncementSeptember 22 2026
Signature Estate & Investment Advisors (SEIA) and Invent have announced a strategic partnership to unify SEIA’s enterprise data and support the firm’s broader artificial intelligence strategy.
Through the collaboration, SEIA has consolidated information from multiple custodians, business lines and technology platforms into a single, governed data environment. The new infrastructure has improved reporting capabilities, reduced reliance on legacy software and freed technical resources to focus on higher-value initiatives.
The partnership also provides the data foundation for SEIA Brain, the firm’s proprietary AI framework being developed to help employees securely access information, generate reports, automate routine workflows and uncover insights through natural-language interactions.
The initiative represents another step in SEIA’s continued investment in technology, operational efficiency and the infrastructure supporting its advisors and clients.
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