RIA

Over 100 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 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 advisory firms rely on the InvestEdge Wealth Platform to provide their end investors access to the same date and reporting available to their advisor.

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