Strength Through Partnership

InvestEdge is built with open APIs, meaning it is readily integrated with most advanced technologies. If your firm uses a system or service that is not listed below, please don’t hesitate to contact us. We’re always looking to expand our integration possibilities.

And if you’re a technology provider with a complementary offering, or a consultant to large investment firms, we’d like to hear from you as well.

Premier Alliances


FIX Flyer

Adding FIX Flyer order management and routing to the InvestEdge Portfolio Management system streamlines trading execution and post-trading processing across multiple custodians and brokers. This will help wealth management firms to manage trading costs and provide advisors newfound efficiency by eliminating tedious manual process.


Northfield logo

In conjunction with Northfield Information Services, InvestEdge offers advanced risk monitoring and tax optimization tools. The combined solution enables frontline investment managers to monitor portfolio risk, optimize portfolios to models with minimal turnover and capital gains, and evaluate the impact of potential trades.


Morningstar logo

InvestEdge partners with Morningstar to redistribute mutual fund and equity fund data for use in InvestEdge. The partnership provides InvestEdge clients with cost-effective fundamentals data and research, while streamlining the number of agreements to be managed.


Evare logo

To accommodate the need to see a “complete” investment picture of your client, InvestEdge has formed a technology alliance with Evare, LLC; a leader in financial data acquisition, enrichment, transformation and delivery. Now, firms utilizing the InvestEdge platform have streamlined access to held-away assets from virtually any custodian.


Thomson Reuters logo

Thomson Reuters indices is a global, cross-asset provider of indices, for all your performance measurement and investment needs. Whether you require indices for benchmarking, for the development of investment vehicles or custom index solutions to meet your needs precisely. With fewer limitations, our indices avoid the usage restrictions and pricing complexities imposed by traditional providers.


InvestEdge Integrations

InvestEdge can be integrated with most back office portfolio accounting, trust accounting, brokerage, and trading systems. The system also incorporates feeds from many of the leading market data vendors. The following is a representative list (but not comprehensive list) of systems with which InvestEdge has active integrations. If your system is not included, please contact InvestEdge to discuss.



Advent Axys