InvestEdge is web-based software for managing, measuring, and reporting on high net worth and ultra high net worth portfolios. Through a single interface, InvestEdge provides consolidated access to the information and tools that advisors, investment officers,
performance personnel and compliance professionals need to achieve optimum productivity, profitability, and client satisfaction.
InvestEdge is designed specifically for banks, trusts, brokers, and investment firms that manage $1bb or more in individual accounts. The scalable, easily-implemented solution integrates with all leading back-office systems.
Is InvestEdge right for your business?
Are you part of an investment group at a large bank,
trust, wealth management firm, or commercial
family office?
Are you looking to scale your business but realize
headcount isn't the answer?
Is productivity
hindered by tasks like risk analysis, performance
measurement, client reporting, account rebalancing,
Reg. 9 investment
monitoring, etc.?
Is your investment technology disconnected...a
system for this, a system for that?
