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Solution Overview

Enhance client satisfaction, streamline efficiencies and reduce operating costs with the industry's premier wealth management platform...

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Portfolio Management

Manage more accounts, more effectively, with detailed drill-downs of each portfolio's holdings, allocation, policy, target, performance and more...

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Performance Measurement

Accurately measure portfolio performance, calculate asset weighted performance composites, and provide detailed attribution analysis at the security level...

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Client Reporting

Quickly and easily combine account details, holdings, transactions, and performance data into presentation-quality reports your clients are sure to love...

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Trade Automation

Optimize portfolios for tax efficiency, rebalance accounts, produce buy/sell lists, and even release trades to a third-party order management system...

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Compliance Monitoring

Streamline compliance time-intensive processes with workflow tools for monitoring and routing investment reviews and administrative reviews...

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Innovative Advisor Solutions

InvestEdge partners with investment firms who seek strategies to competitively distinguish themselves and grow their business. Our wealth management platform 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 ideal 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.

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By The Numbers

Thanks to unparalleled customer satisfaction and retention, InvestEdge is the fastest growing provider of wealth management solutions. We're committed to helping advisors deliver premium service to every account-every time.
Firms
65 		Accounts
266K		 AUM (BBs)
$636
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