InvestEdge

Where Wealth Management Meets Technology

The only comprehensive wealth management and compliance platforms used by today's most progressive firms.

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110+

Clients

2 Tril

AUM

7.2MM

Client Alerts

620K

Client Annual Reviews

0

Failed Regulatory Audits

ComplianceEdge

ComplianceEdge is a revolutionary Trade Surveillance and Account Monitoring platform that enables Broker Dealers, RIAs, and Bank Trust companies to provide their clients with the highest levels of stewardship, while exceeding the ever-evolving regulatory guidelines. Using our expertise of regulators, investment data, as well as the fiduciary, brokerage, and advisory investment processes; we create the highest standard of outcomes for our clients' compliance and risk groups.

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Wealth Management Platform

InvestEdge’s Wealth Management Platform helps investment firms more effectively aggregrate, transform, transact, and present complex investment data to better serve HNW & UHNW investors. The solution enables firms to streamline operations, simplify workflows, and build stronger, deeper, and more profitable client relationships while meeting all regulatory guidelines.

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Snowden Lane Partners Selects ComplianceEdge

Snowden Lane selects the ComplianceEdge Trade Surveillance & Account monitoring platform to improve accuracy & efficiency.

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Testimonials

Implementing new technology is always a challenge, but InvestEdge's knowledgeable onboarding team made the transition to a new solution a seamless process within a tight implementation deadline.

Traci Spanier CSCP, Senior Vice President & Co-Cheif Compaliance Officer of Northland Securities.

We are extremely pleased with the ComplianceEdge solution, which has so far proven to be an incredibly well-designed product. The implementation process has been exceptional, allowing a seamless transition from our legacy vendor.

Richard West, General Counsel & Chief Compliance Officer of Snowden Lane Partners.

We view InvestEdge as a trusted partner who understands our business, helps us execute with scalability and efficiently and most importantly positions us to focus on exceeding our clients’ expectations.

Heath Sorenson, COO Midland States Bank - Wealth Management.

With InvestEdge, we've automated tasks such as account rebalancing and performance reporting, providing significant time savings for our portfolio managers. As a result, our front office has more time for client servicing and revenue-generating activities.

~Arvest

The quality, timeliness and accuracy of the presentations we deliver are unparalleled. This is highly valued by our high net worth and institutional clients.

~Glenmede Trust

 

Some of the largest and most reputable firms in the industry are using InvestEdge.


Deep knowledge of the investment process and compliance arena have always been our north star. It enables us to deliver unparalleled outcomes for our customers and their clients.

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