Bank /Trust

Over 100 Bank and Trust Institutions rely on the InvestEdge Wealth Platform to implement and oversee their investment, compliance, and client communication functions. With 16 years of servicing fiduciary wealth management institutions; InvestEdge has developed a platform focused on supporting our clients investment process and providing transparency to the execution of that process. Bank and Trust institutions rely on the InvestEdge Wealth Platform to provide their end investors access to the same data and reporting available to the advisor.

Key Solutions

Want more information?

Contact us today.