How Can We Help You?
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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Simple Rebalancing

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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Data Aggregation

Through a technology alliance between InvestEdge and Evare, LLC, firms now have streamlined access to held-away assets from virtually any location...

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Client Portal

Deepen your client relationships and demonstrate your company's investment expertise by providing the same data the advisor sees...

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By The Numbers

Firms
100
Accounts
361K
AUM (BBs)
$832
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.
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