The InvestEdge Integrated Wealth Management Solution

Introducing:
Compliance Middle Office Management (CMOM)

We’re redefining compliance monitoring using a process unlike any other. Our enhanced solution offers wealth managers unprecedented flexibility in managing and minimizing risk from the front office to the back office.

Make IT Easy.

Since 2000, InvestEdge has been a leading technology partner helping investment management firms
and institutions more effectively aggregate, transform and present complex investment data to better serve high-net-worth clients. Our Solution enables firms to streamline operations, simplify workflows and build stronger, deeper and more profitable client relationships.

Learn How

Redefine Compliance Monitoring

Here's How

Compliance MOM Provides a Better Way

Cut down on secondary reviews and oversight
Reassign routine administrative reviews to middle-office employees
Leverage workflow and documentation capabilities
Configurable exception-based criteria, alerts, and workflows

More News From InvestEdge

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Thanks to unparalleled customer satsifaction and retention, InvestEdge is the fastest growing provider of investment technology solutions. We're committed to helping advisors deliver premium service to every account every time.

Learn More About Our Integrated Wealth Management Solution

Consolidated access to the information and tools that advisors, investment officers, performance personnel and compliance professionals need to achieve optimum productivity, profitability, and client satisfaction.

Redefine Compliance Monitoring

Compliance MOM Provides a Better Way

In The News

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Learn More About Our Integrated Wealth Management Solution