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.
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.