Broker / Dealer

Over 119 leading wealth advisory firms rely on the InvestEdge Wealth Platform to implement and manage their client’s investment strategies, deliver insightful client communications and reporting, measure performance, and unify multi-client custodial information. With 16+ years of experience servicing a wide variety of broker/dealer firms & advisors; InvestEdge has developed a platform focused on supporting individual client’s investment processes and providing transparency to the investment management process, to enhance each end investors’ overall investment experience. Leading broker dealer firms rely on the InvestEdge Wealth Platform to provide their end investors access to the same information and reporting available to their advisor and home office associates.

Key Solutions

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