InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools.
With InvestEdge, wealth management firms can streamline operations, simplify workflows and build stronger, deeper and more profitable relationships. We bring unmatched creativity, courage and commitment to every client relationship. Wealth management firms count on InvestEdge for deep domain expertise in aggregating, transforming and simplifying complex investment data for advisors and high-net-worth clients.
For more information, contact us at (888) 780-7190 or email firstname.lastname@example.org
CTO at InvestEdge
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