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InvestEdge ASP is built with open APIs, meaning it is readily integrated with most advanced technologies. If your firm uses a system or service that is not listed below, please don't hesitate to contact us. We're always looking to expand our integration possibilities.
And if you're a technology provider with a complementary offering, or a consultant to large investment firms, we'd like to hear from you as well.
In conjunction with Northfield Information Services, InvestEdge offers advanced risk monitoring and tax optimization tools. The combined solution enables frontline investment managers to monitor portfolio risk, optimize portfolios to models with minimal turnover and capital gains, and evaluate the impact of potential trades.
InvestEdge partners with Morningstar to redistribute mutual fund and equity fund data for use in InvestEdge ASP. The partnership provides InvestEdge clients with cost-effective fundamentals data and research, while streamlining the number of agreements to be managed.
To accommodate the need to see a "complete" investment picture of your client, InvestEdge has formed a technology alliance with Evare, LLC; a leader in financial data acquisition, enrichment, transformation and delivery. Now, firms utilizing the InvestEdge ASP platform have streamlined access to held-away assets from virtually any custodian.
InvestEdge ASP can be integrated with most back office portfolio accounting, trust accounting, brokerage, and trading systems. The system also incorporates feeds from many of the leading market data vendors. The following is a representative list (but not comprehensive list) of systems with which InvestEdge has active integrations. If your system is not included, please contact InvestEdge to discuss.
Metavante
Infovisa
Advent Axys
Sterling Financial Systems
Pertrac
Factset
Morningstar
BondEdge
Thomson Baseline
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