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Interactive Data Teams with InvestEdge to Provide Wealth Managers with Customized Financial Data
Interactive Data’s end-of-day pricing and reference data is now available through InvestEdge wealth management platform...
InvestEdge Receives Patent for Integrated Investment Management System
Patent Further Solidifies InvestEdge’s Leadership in Providing Comprehensive Front Office Investment Tools to Banks, Trust Companies and Advisors...
InvestEdge Enhances Compliance
Solution to Proactively Monitor and Review Client Portfolios
Workflow Compliance Solution
Enables Firms to Conduct Account Investment Reviews and Administrative Reviews with Less Risk and Cost...
InvestEdge Strategy Lays Groundwork for
Continued Success in 2009
Wealth Management
Solutions Provider Uniquely Positioned to Assist Firms
during Difficult Market Conditions...
InvestEdge Simplifies Performance Measurement and Reporting for HNW and UHNW
Investment Firms
Turnkey Solution Fills Demand for Scalable,
Accurate and Low-maintenance System...
Latest Enhancements Help Firms with Multi-manager Analysis and Client Reporting...
Growing Emphasis on Preserving Top-tier Relationships Gains Significant Momentum as Turbulent Market Conditions Prevail...
Latest Enhancements Automate Administrative and Asset-level Reviews...
Industry veteran will oversee critical components such as client implementations, release management and rollouts, business analysis, and custom development...
InvestEdge Compliance Module Offers Tools for Automating Reg. 9 Reviews and Exception-based Portfolio Monitoring...
New Enhancements Enable Advisors to Create, Maintain and Report on Composite Portfolios...
Latest Release of Wealth Management Platform Equips Investment Firms to Better Present their Individual Investment Styles...
Combined Solutions Provides Wealth Management Firms with Streamlined Access to Held-Away Assets from Hundreds of Custodians...
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Mac Wilson, vice president at Tiedemann Trust Company, explains that his firm needed a performance measurement system that is easily maintained, scales with the business, and calculates timely results. Following an extensive evaluation, the company selected InvestEdge... Download PDF
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InvestEdge provides an easy-to-navigate, clear interface for trust company and family office portfolio management. Although its interface is easy to work with, it manages accounts with a high level of sophistication... Download PDF
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InvestEdge partners with SEI to provide SEI’s bank investment processing clients the option of using the tools developed by InvestEdge, helping SEI’s clients to meet their compliance requirements in a more automated manner... Download PDF
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The world of a wealth management advisor is not an easy one, given the seemingly endless amount of information to consider, the need to constantly evaluate new financial products and a tax environment always in flux, but there is hope... Download PDF
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For several years, industry pundits have professed the benefits of data aggregation for good reason. The value of gathering, analyzing and reporting on held-away client data benefits both the advisor and the client... Download PDF
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If you're spending hours (or even days) juggling data and information in Microsoft Excel, Word, or PowerPoint in an attempt to put together a polished and impressive looking report for a high-net-worth client, you may be working too hard... Download PDF
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Pittsburgh based InvestEdge has formed an alliance with financial data provider Evare to give advisors using its front-office technology access to reconciled and report-ready client data... Download PDF
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