InvestEdge ASP is web-based software for managing, measuring, and reporting on high net worth and ultra high net worth portfolios. The advisor-facing system enables a better, broader, more consistent view of accounting and performance data, and features integrated tools that simplify both common and complex tasks.
While there are many solutions for isolated needs like performance
measurement, client reporting, risk management, or investment monitoring, only InvestEdge brings it all together in an easy-to-use, front-office solution. And unlike other technologies designed for wealth managers, InvestEdge delivers all of the tools and information investment professionals need in one convenient, secure location.
Integrated components of InvestEdge ASP include:
Portfolio Management
Manage more accounts, more efficiently, with detailed drill-downs of each portfolio's holdings, allocation, policy, target, performance, and more...
Performance Measurement
Accurately measure portfolio performance, calculate asset weighted
performance composites, and provide detailed attribution analysis at the
security level...
Client Reporting
Quickly and easily combine account, holdings, transactions, and performance data into presentation-quality reports your clients will love...
Trade Automation
Optimize portfolios for tax efficiency, rebalance accounts, produce buy/sell lists, and even release trades to a third-party order management system...
Compliance Monitoring
Streamline compliance processes with workflow tools for monitoring and
routing investment reviews and administrative reviews...
Data Aggregation
Make better investment decisions and increase client retention by analyzing
and reporting on a holistic view of client portfolios, regardless of where
their assets are managed...
