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InvestEdge, Inc. is focused exclusively on serving the front-office needs of large, retail investment firms (AUM of $1bb or greater). Our patent-pending wealth management software combines ease-of-use with powerful performance to provide advisors, investment officers,
performance personnel and compliance professionals with a complete set of web-based tools for managing, measuring, and reporting upon the assets of high net worth and ultra high net worth clients.
Since inception, InvestEdge has steadily grown into a premier provider of wealth management solutions by helping firms:
InvestEdge solutions were developed specifically for large investment firms whose success hinges on a blend of performance and service. The company's founders, Bob Stewart and Roland "RC" Collins, applied their collective years of experience in developing large scale investment systems and web applications to launch the firm in June 2000. The resulting solution enables advisors to remain focused on servicing customers and gathering additional assets.
InvestEdge solutions impact virtually all aspects of wealth management; from automating portfolio analysis, monitoring and compliance to increasing the close rate with potential new business. Plus, our solutions are very competitively priced and carry no maintenance or enhancement fees. And because we offer ASP services, there is no additional equipment to buy or software to install.
The core technology behind InvestEdge solutions are patent pending and customer endorsed. The n-tiered architecture was designed from the ground up to be 100 percent web-based, allowing the system to be enhanced and updated without requiring new software to be installed on users' desktops. The software is easily integrated with leading portfolio accounting systems and performance systems as well as vendor data.
As our customers attest, InvestEdge makes good on its promises. Our experienced, knowledgeable and friendly team is completely dedicated to the success of each client. As a result, we are proud of our extraordinary level of customer satisfaction, and our reputation as a pioneer in wealth management technology.
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