SIMPLIFIED ACCESS TO ACCOUNT DATA
InvestEdge's portfolio management features enhance efficiencies by organizing vast amounts of account information and presenting it in a manner that is aligned with the daily workflow of advisors.
Each night, InvestEdge automatically imports data from your books-of record system(s), including those from SunGard, FIS Global, or Advent, as well as brokerage systems such as Fidelity and Pershing. And through a partnership with Evare, LLC., InvestEdge can incorporate held-away assets from virtually any custodian. InvestEdge is the only front-office platform to include flexible asset categories-enabling you to categorize assets at a more granular level. In addition to the standard four asset categories (Equities, Fixed Income, Cash and Other) you can define up to ten additional custom asset classes, as well as five layers at the subclass level. Customizable asset classes increase the flexibility of performance reporting, especially when defining indices at numerous levels. As a result, you have a better and more accurate way to present your investment strategies and management styles.
InvestEdge provides a wealth of data at the asset level as well. Ticker symbol, number of shares held by the account, price, market value, tax cost, gains and losses, estimated income, yield, and other valuable information is readily accessible. Additional data, such as fundamentals, EPS, total returns, and related research reports are also dynamically linked to each asset, providing streamlined access to virtually all data required for analysis and decision making.
Other productivity-enhancing features-such as tools for comparing accounts to targets and models, tracking investment policies, block trading, and creating family-based relationships- further enable you to spend more time gathering additional assets, and less time manipulating data.